Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you William? Claim Your ProfileWilliam Lawrence Patriarca is a financial advisor currently registered with Cetera Investment Advisers LLC in Annapolis, MD. William has been working in the financial services industry since 2012 and has experience with several firms, including LPL Financial LLC, M&T Securities, Inc., Wells Fargo Advisors, LLC and ING Financial Partners, Inc. William is also a Certified Financial Planner. William's past experience includes positions at Wells Fargo Bank NA, VALIC Financial Advisors, Inc., Pension Benefit Guaranty Corporation, First Home Mortgage Corporation, Bay Capital Mortgage Company, M & T Securities, Inc and First National Bank of PA.
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
04/09/2024 - Present
Cetera Investment Advisers LLC (ANNAPOLIS MD)
MD
06/09/2021 - 05/18/2022
LPL FINANCIAL LLC (DEALE MD)
MD
04/15/2021 - 06/09/2021
M&T SECURITIES, INC. (PRINCE FREDERICK MD)
MD
10/17/2018 - 04/14/2021
WELLS FARGO CLEARING SERVICES, LLC (ELKRIDGE MD)
MD
08/05/2015 - 01/26/2017
VALIC FINANCIAL ADVISORS, INC. (LINTHICUM MD)
MD
01/28/2013 - 08/04/2015
WELLS FARGO ADVISORS, LLC (ANNAPOLIS MD)
VA
06/09/2012 - 11/02/2012
ING FINANCIAL PARTNERS, INC. (TYSONS CORNER VA)
BOTH
Issued 6/29/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 1/26/2017
SIE - Securities Industry Essentials Examination
BC
Issued 6/8/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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