Patrick Traverse, CFP
Belpointe
Certified Financial Planner in Greenwich, CT
Address:125 Greenwich Ave
Greenwich, CT 68300
About Patrick Traverse
Patrick Traverse is a financial professional at Belpointe located in Greenwich, Connecticut. Patrick Traverse holds an industry securities registration subject to FINRA oversight having passed securities examinations . Financial advisors may be dually registered. In addition to being registered as a Registered Investment Advisor (RIA) licensed to sell insurance, advisors are often referred to as "stock brokers" when they are registered representatives to sell securities through broker dealers.
Professional Profile
Education and Degrees
No education details are currently available for this financial planner.
Languages
Patrick Traverse provides services to clients in the following language(s):
- English
Specialties and Skills:
Contact this financial planner directly to learn more about their skills and specialties, since not all may be listed.
- Financial Planning Services
Industry Specialties
- No Industry Specialties
Contact Information
Address:
Patrick Traverse125 Greenwich Ave
Greenwich, CT 68300
Phone Number:
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Website:
http://www.belpointe.com
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