PM
PM

Patrick Manes

37 Years of Experience
Youngstown, OH
BrokerSells Insurance

Patrick Manes is a registered investment advisor, based in Youngstown, OH, with 37 years of industry experience.

Location

15 Colonial Drive, Suite 23, Youngstown, OH, 44505

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Patrick operates under the DBA Manes Financial Services and owns rental property, dedicating minimal time to the latter. He also serves as an investment advisor representative under Independent Financial Partners, spending nearly all of his time in this role, and sells fixed insurance products for Pinnacle Group, dedicating minimal time to this activity.

Employment History
Current Registrations
Ifp Securities, LLCBroker
May 2019 - Present · 7 yrs 2 mos
Independent Financial Partners
May 2012 - Present · 14 yrs 2 mos
Previous Registrations
LPL Financial LLCBroker
May 2012 - May 2019 · 7 yrs
Princor Financial Services Corporation
August 2011 - May 2012 · 9 mos
Princor Financial Services CorporationBroker
August 2011 - May 2012 · 9 mos
National Planning Corporation ("npc of America" in Fl & Ny)
December 2006 - August 2011 · 4 yrs 8 mos
National Planning CorporationBroker
July 2006 - August 2011 · 5 yrs 1 mo
New England SecuritiesBroker
November 2005 - July 2006 · 8 mos
Citistreet Financial Services LLC
January 2000 - October 2005 · 5 yrs 9 mos
Citistreet Equities LLCBroker
January 1991 - October 2005 · 14 yrs 9 mos
American Express Financial Advisors INC.Broker
February 1989 - December 1990 · 1 yr 10 mos
Ids Life Insurance CompanyBroker
February 1989 - December 1990 · 1 yr 10 mos
Metlife Securities INC.Broker
September 1988 - December 1988 · 3 mos
Metropolitan Life Insurance CompanyBroker
September 1988 - December 1988 · 3 mos
State Registrations5 states
AZFLNCOHPA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Patrick Manes - Financial Advisor | TrueAdvisor