Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Xavier? Claim Your ProfileXavier Patino is a financial advisor with Newbridge Financial Services Group, Inc., based in Boca Raton, Florida. Xavier is also registered with the state of Illinois as an investment advisor representative. Xavier has been in the financial services industry since 2008 and holds Series 6, 7, 63, and 65 licenses, as well as the SIE exam. Xavier has previous experience with J.P. Morgan Securities LLC and Chase Investment Services Corp.
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.
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.
Promoter fees
1
2
FL
09/06/2017 - Present
Newbridge Financial Services Group, Inc. (BOCA RATON FL)
IL
10/01/2012 - 05/05/2017
J.P. MORGAN SECURITIES LLC (ELMHURST IL)
IL
05/30/2008 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NORTH RIVERSIDE IL)
IA
Issued 02/22/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/09/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2012
Series 7 - General Securities Representative Examination
BC
Issued 05/29/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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