Patrick Donica, financial advisor Tulsa OK

Patrick Donica

CRD Number: 1100318
Current Firm: Cetera Investment Advisers LLC

Patrick Donica (CRD# 1100318) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Tulsa, OK and has over 39 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Cetera Advisor Networks LLC Tulsa, OK Aug 2023 - Current < 1
Cetera Investment Advisers LLC Schaumburg, IL Aug 2023 - Current < 1
Securian Advisors Of Iowa Tulsa, OK Apr 2003 - Current 20
Securian Financial Services Tulsa, OK Nov 1986 - Aug 2023 36
Minnesota Life Insurance Company St. Paul, MN Aug 1985 - Aug 2023 38
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1984
Contact Info for Patrick L. Donica
Phone Number: 888-528-2987
Registered State(s):
  • OK
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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