Years of Experience
5-20+ Years
NAPLES, FL
3 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Dylan Lampe is a financial advisor at Wells Fargo Advisors Financial Network, LLC. Patrick is registered to provide investment advice in 20 states and has been working in the industry for 12 years. Patrick specializes in providing investment advice to high-net-worth individuals, corporations, and pension plans. Patrick's experience includes providing investment consulting services to institutional clients, financial planning, and portfolio management.
SPECIALIZATIONS
TAMPA, FL
28 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Cuillo is an active investment advisor representative at Citigroup Global Markets Inc. Patrick has been in the industry for 25 years. Previously, Patrick was affiliated with Waddell & Reed, Raymond James & Associates, Inc. and Raymond James Financial Services, Inc. The advisor's current employment began on September 26, 2018. Patrick's licenses include Series 6, Series 7, Series 24, Series 52TO, Series 63, Series 66 and SIE. Patrick is registered in the state of Florida.
SPECIALIZATIONS
Ocala, FL
39 Years Experience
0 Disclosures
ADVISOR BIO
Patrick McGowan Hill is a financial advisor with over 35 years of experience in the financial industry. Patrick is currently registered with Raymond James Financial Services Advisors, Inc. and has been with them since January 2009. Patrick is also registered as an Investment Advisor Representative in Florida and Texas. In the past, Patrick was registered with Paine Webber Incorporated, Barnett Investments, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick has a wide range of experience in the financial industry, including financial planning, portfolio management, and investment advisory services. Patrick holds Series 7, Series 63, and Series 65 licenses.
SPECIALIZATIONS
Wesley Chapel, FL
14 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Bungo is a financial advisor with Cadaret, Grant & Co., Inc., located in Wesley Chapel, Florida. Patrick has been in the financial services industry since 2011 and holds a Series 7, Series 6, Series 63, and Series 65 license. Patrick specializes in financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals. Patrick previously worked at Securities America, Inc., Cetera Investment Services LLC, LPL Financial LLC, MetLife Securities Inc., and New England Securities. Patrick is also registered as an Investment Advisor Representative in Florida, Oklahoma, Pennsylvania, South Carolina, and West Virginia.
SPECIALIZATIONS
PONTE VEDRA BEACH, FL
22 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Alexander Brannam is a financial advisor with Raymond James & Associates, Inc. Patrick Brannam has been in the financial services industry for over 20 years. He has held licenses and registrations in a variety of states, including Florida, Texas, and Alabama. Patrick Brannam has experience in various investment areas including stocks, bonds, mutual funds, and options. He is committed to providing personalized financial advice to help his clients achieve their financial goals.
SPECIALIZATIONS
ST. PETERSBURG, FL
34 Years Experience
1 Disclosures
ADVISOR BIO
Patrick Peter Demers is a financial advisor at Raymond James & Associates, Inc.. Patrick Demers has been in the financial services industry since 1989. Patrick Demers holds a Series 63, Series 65, Series 7, Series 24, Series 4, Series 52, Series 53, Series 55, and Series 82 license. Patrick Demers is registered in 53 states and the District of Columbia.
SPECIALIZATIONS
Pensacola, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Gerard Lanza is a financial advisor in Pensacola, FL. Patrick has been in the industry since 2011. Patrick is a registered representative of Cambridge Investment Research Advisors, Inc. Patrick works at the Pensacola, FL branch office of Cambridge Investment Research Advisors, Inc. Patrick specializes in Retirement planning, Insurance, College Savings, Estate Planning, and Small Business planning. Patrick also has a CPA and is a certified financial planner.
SPECIALIZATIONS
Miami, FL
10 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Rabenau is a registered representative and investment advisor representative with Citigroup Global Markets Inc. in Miami, Florida. Patrick has been in the financial services industry since June 16, 2015. Patrick is a registered representative in 15 states and an investment advisor representative in Florida. Patrick has Series 7, Series 66, and SIE licenses.
SPECIALIZATIONS
Tampa, FL
13 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Jarvis is a registered representative with MML Investors Services, LLC. Patrick is a veteran of the financial services industry, having started in 2010. Patrick has extensive experience in providing financial advice to individuals, corporations, and other entities. Patrick is also a licensed insurance agent and managing partner of Cadia Financial Group, LLC. Patrick is dedicated to providing personalized financial planning and investment advice tailored to each client's specific needs.
SPECIALIZATIONS
Jacksonville, FL
17 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Hart is a financial professional who has been working in the financial services industry since 2008. Patrick is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Patrick has a broad range of experience in financial planning, investment management, and insurance. Patrick holds Series 6, 7, 63, and 65 licenses. Patrick's firm, Cambridge Investment Research Advisors, Inc. is a national financial services firm headquartered in Fairfield, Iowa. Cambridge Investment Research Advisors, Inc. provides a variety of financial services to individuals and businesses, including investment management, financial planning, insurance, and retirement planning. Patrick has been with Cambridge Investment Research Advisors, Inc. since 2018.
SPECIALIZATIONS