Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Sweet is a financial advisor with over 10 years of experience in the financial services industry. Patrick currently holds registrations with the state of Pennsylvania and Texas and has a broad range of experience. Patrick has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated and currently is a registered representative with Rockefeller Financial LLC, a firm managing more than $50 billion in assets. Patrick specializes in serving high-net-worth individuals, charitable organizations, corporations, and pension and profit-sharing plans. Patrick has extensive experience in financial planning, portfolio management for individuals and businesses, and selection of other advisers. Patrick is a Certified Financial Planner.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
PA
10/18/2024 - Present
Rockefeller Financial LLC (Newtown PA)
NY
02/04/2014 - 04/03/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/25/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/03/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/04/2014
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Sweet is the right advisor for you? Invested Better is here to help.
