Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Walter Bould is a financial advisor registered with Cetera Investment Advisers LLC. Patrick has over 19 years of experience in the financial industry. He has a Series 6, 62, and 63 license and the SIE exam. Patrick is also a Certified Public Accountant and has been active in the industry since 2003. Patrick is based in Pittsburgh, Pennsylvania and has a diverse range of experience in financial planning, portfolio management, and accounting. He holds multiple licenses and certifications, including a CPA license, which allows him to provide comprehensive financial services to a wide range of clients.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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2
PA
06/29/2004 - Present
Cetera Investment Advisers LLC (PITTSBURGH PA)
CT
12/01/2003 - 06/30/2004
HOCHMAN & BAKER SECURITIES, INC. (STAMFORD CT)
BC
Issued 12/1/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/13/2015
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 11/28/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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