Marino Patrk (CRD# 6339377) is an Investment Advisor Representative working at Hudson Value Partners, LLC in Palm Beach, FL and has over 7 years of experience in the finance industry.
CRD# 1690782
J.p. Morgan Securities LLC
CRD# 4207020
Dakota Wealth, LLC
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Hudson Value Partners, LLC | Greenwich, CT | Mar 2023 - Current | 1 |
| Oppenheimer & Company Inc. | Stamford, CT | Jun 2016 - Mar 2023 | 6 |
| Connecticut College | New London, CT | Sep 2012 - Jun 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- CT
-
Total Assets Under Management421MILLIONS
-
Total Number of Accounts400ACCOUNTS
-
Average Account Value$1,053,203
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
AZ, CA, CT, FL, MA, MI, NE, NJ, NY, UT
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