Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darrell? Claim Your ProfileDarrell Alan Patrick is an investment advisor with over 30 years of experience in the financial industry. Darrell has been registered with Cutter & Company, Inc. since 2009. Prior to joining Cutter & Company, Inc., Darrell was with Butler, Wick & Co., Inc. for over 7 years and McDonald Investments Inc. for 11 years. Darrell is a registered principal and a registered representative with Cutter & Company, Inc. in the states of Alaska, California, Colorado, Connecticut, District of Columbia, Florida, Kentucky, Maine, Massachusetts, Michigan, Montana, Nevada, New Jersey, New York, Ohio, Pennsylvania, Virginia, and Washington. Darrell is also a registered investment advisor in the states of Florida, Massachusetts, Michigan, Nevada, and Ohio. Darrell holds the Series 7, Series 63, Series 65, Series 24, Series 27, Series 55, and Series 57 licenses. Darrell's specializations include investments, financial planning, retirement planning, and estate planning. Darrell is committed to providing his clients with personalized financial advice and investment solutions.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
03/23/2009 - Present
Cutter & Company, Inc. (DAYTON OH)
OH
03/28/2002 - 03/24/2009
BUTLER, WICK & CO., INC. (DAYTON OH)
OH
01/07/1991 - 04/19/2002
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
NA
12/14/1990 - 01/07/1991
MCDONALD & COMPANY SECURITIES, INC.
OH
05/14/1973 - 12/17/1990
S. J. WOLFE & CO. (DAYTON OH)
NA
05/13/1971 - 05/30/1973
CAPITAL SECURITIES CO
IA
Issued 04/04/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/02/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 11/16/1971
Series 00 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/04/2000
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/04/1971
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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