Patrick R. Serda
Professional summary
Patrick Ryan Serda, CLU® is a registered financial professional currently at PLANTE MORAN INSURANCE AGENCY located in Southfield, Michigan and VALMARK SECURITIES, INC. located in Southfield, Michigan.
Patrick is registered as a RR (Registered Representative) and started their career in finance in 2011. Patrick has worked at 2 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Patrick Ryan Serda's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 10, 2011 - Present
PLANTE MORAN INSURANCE AGENCY
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075October 6, 2015 - Present
VALMARK SECURITIES, INC.
Office #1: 3000 Town Center Suite 100, Southfield, MI 48075State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(5/31/2019)
(10/11/2021)
(1/3/2022)
(10/6/2015)
(4/8/2020)
(12/14/2021)
(4/1/2020)
Exams
FINRA
Current Firm
VALMARK SECURITIES, INC.
CRD#: 31243 / SEC#: , 8-45463
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 4 |
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