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John Patsy, Cfp®, Ricp®, Cltc® is listed as Financial Advisor at LPL Financial at LPL Financial, based in Holbrook, New York, United States. AeroLeads shows a matched LinkedIn profile for John Patsy, Cfp®, Ricp®, Cltc®.
John Patsy, Cfp®, Ricp®, Cltc® previously worked as Financial Advisor at Lpl Financial and Financial Advisor at Ameriprise Financial. John Patsy, Cfp®, Ricp®, Cltc® holds Bba, Finance, Economics from James Madison University.
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Independent financial advisor providing successful individuals and business owners with personalized financial advice.Specialties: Comprehensive Financial Planning-Retirement Planning-Risk Management and Insurance-Investment Management-Education Savings-Tax Planning Strategies-Estate Planning StrategiesBusiness Planning-Employee Benefit Services, Qualified and Non-Qualified Plan Services-Financial Planning and Employee Education-Protection Planning, Key Person, Business Continuation-Business Succession Planning StrategiesSecurities, advisory services and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. RICP conferred by The American CollegeAny third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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San Diego, CA, US
Securities, advisory services and financial planning offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above. RICP conferred by The American CollegeAny third party posts found on this profile do not reflect the views of LPL Financial and have not.
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John Patsy, Cfp®, Ricp®, Cltc® works for LPL Financial.
John Patsy, Cfp®, Ricp®, Cltc® is listed as Financial Advisor at LPL Financial at LPL Financial.
John Patsy, Cfp®, Ricp®, Cltc® is based in Holbrook, New York, United States while working with LPL Financial.
John Patsy, Cfp®, Ricp®, Cltc® has worked for Lpl Financial, Ameriprise Financial, Morgan Stanley, Secor, and Chase Manhattan Bank.
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John Patsy, Cfp®, Ricp®, Cltc® holds Bba, Finance, Economics from James Madison University.
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