Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wilbert is a financial advisor with Cetera Investment Advisers LLC, and is registered with the state of Maryland as an Investment Advisor Representative. Patrick has been in the financial services industry since 2008 and has experience in a variety of areas, including financial planning, portfolio management, and insurance. Patrick has previously worked for AXA Advisors, LLC and Summit Brokerage Services, Inc. Patrick is committed to providing personalized financial advice and helping clients reach their financial goals. Patrick is also licensed to sell fixed insurance products.
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
MD
06/29/2023 - Present
Cetera Investment Advisers LLC (Columbia MD)
MD
10/05/2015 - 09/20/2019
SUMMIT BROKERAGE SERVICES, INC. (ANNAPOLIS MD)
MD
02/06/2008 - 10/13/2015
AXA ADVISORS, LLC (COLUMBIA MD)
BOTH
Issued 01/08/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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