Patrick Ungashick

from Persium Advisors, LLC
SEC regulated
Regulated Investment Advisor
Patrick Ungashick is a financial advisor based in Georgia, Atlanta, with 27 years of experience. Patrick currently works for Persium Advisors, LLC. Patrick maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Patrick Ungashick works at Persium Advisors, LLC
Persium Advisors, LLC is a financial advisory firm based in Atlanta, Georgia. It currently has approximately $280,429,660 of assets under management and employs about 11 people. Persium Advisors, LLC uses a fee structure of a percentage of assets under your management and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
6 years
Fee structure
A percentage of assets under your management and fixed fees
Office location
2100 Riveredge Parkway, Suite 1230, Atlanta, Georgia, 30328

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