Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Christopher Patrick is an active investment advisor representative who has been in the industry since November 10, 1997. Andrew is registered in Colorado, Florida, Hawaii, Illinois, Maine, Massachusetts, and Wisconsin. Andrew is currently employed with Osaic Institutions, Inc. Andrew has previously been employed by ING Financial Partners, Inc., AmSouth Investment Services, Inc., and Morgan Stanley DW Inc.. Andrew is licensed with Series 63, Series 65, Series 7, and Series 31 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
FL
05/01/2007 - Present
Osaic Institutions, Inc. (THE VILLAGES FL)
FL
03/01/2007 - 04/26/2007
ING FINANCIAL PARTNERS, INC. (OCALA FL)
FL
03/29/2001 - 02/08/2007
AMSOUTH INVESTMENT SERVICES, INC. (OCALA FL)
NY
10/22/1997 - 04/17/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 11/11/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 10/21/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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