Patrick T Bulger

Patrick T Bulger

Fort Lauderdale, Florida, United States
290 followers 226 connections

About

What is Portfolio Efficiency?
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Contributions

Activity

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Experience

  • Cetera Advisor Networks LLC Graphic

    Cetera Advisor Networks LLC

    Fort Lauderdale, Florida, United States

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    Hollywood, Florida, United States

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    Fort Lauderdale, Florida, United States

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    Fort Lauderdale, Florida, United States

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    Fort Lauderdale, Florida, United States

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    Fort Lauderdale, Florida, United States

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    Fort Lauderdale, Florida, United States

Education

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Licenses & Certifications

  • SIE - Securities Industry Essentials Examination

    FINRA

    Issued
  • Series 31 Futures Managed Funds Examination, National Futures Association (NFA)

    The Financial Industry Regulatory Authority

    Issued
  • Series 63 - Uniform Securities Agent State Law Examination

    The Financial Industry Regulatory Authority

    Issued
  • Series 7 Securities Registration

    The Financial Industry Regulatory Authority

    Issued
  • Insurance Licensed

    The Florida Division of IAAS Insurance licensed

Projects

  • Alternative Investment Symposium, Ritz Carlton - Battery Park, New York

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    Specially Selected for Early Arrival for Private On Sight Meetings with:

    Glenview Capital,
    Founder, CEO Larry Robbins, Barron's Cover 2013,
    767 Fifth Avenue 44th Floor
    and
    Perella Weinberg Partners: 767 Fifth Avenue
    Bill Kourakos, Partner
    Kent Muckel, Partner
    David Schiff, Partner

    Open small forum discussions with industry leaders in the application of risk discovery, management and the efficiency process in portfolio management.

  • Alternative Strategies Symposium, Swissotel, Chicago, IL

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    Selected to the Alternative Investment Professional Panel Presentation, one of three nationally.
    Topic:
    Comprehending the details & differences of Alternative Investments and their roll in the modern portfolio.

    Specially Selected for Early Arrival for Private On-Sight Meeting with:
    Mesirow Advanced Strategies
    Aurora Investment Management

    Symposium Featured Speakers:
    Sam Zell, Chairman Equity Group Investments, Real Estate
    Leon Cooperman, Chairman & CEO, Omega…

    Selected to the Alternative Investment Professional Panel Presentation, one of three nationally.
    Topic:
    Comprehending the details & differences of Alternative Investments and their roll in the modern portfolio.

    Specially Selected for Early Arrival for Private On-Sight Meeting with:
    Mesirow Advanced Strategies
    Aurora Investment Management

    Symposium Featured Speakers:
    Sam Zell, Chairman Equity Group Investments, Real Estate
    Leon Cooperman, Chairman & CEO, Omega Advisors, Long/Short Perspective

  • Guest on Forex Analytix FACE with Dale "Coach" Pinkert, 2023 11 09

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    Known throughout the industry as one of the best morning shows on the web, Dale began his career in operations on the CME floor for Dean Witter when they traded currency futures on chalkboards. He became a licensed Series 3 broker in 1976 and went on to own and operate Pinkert Commodities GIB. He became a Member of the CME (IOM) Division for a stint and his forecasts have been aired on many Financial media including CNBC.

  • WealthStack EDGE Event 2023 - Speaker

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    WealthStack is part of WealthManagement EDGE. WealthManagement EDGE features the wealth management industry's most powerful investment, technology, and practice management events – Inside ETFs, WealthStack, and RIA Edge.

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