Unclaimed
G. Patrick Bykerk is a financial advisor registered with Raymond James Financial Services Advisors, Inc.. G. Patrick Bykerk has been in the industry since March 1, 1995 and is currently registered with the state of Michigan. G. Patrick Bykerk is also registered as an investment advisor in Michigan and Texas. G. Patrick Bykerk offers financial planning, pension consulting, and portfolio management for individuals and businesses. In addition to their current firm, G. Patrick Bykerk has previously worked for Fahnestock & Co., Inc. and First of Michigan Corporation.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (Wyoming MI)
NY
01/01/1999 - 11/29/1999
FAHNESTOCK & CO., INC. (NEW YORK NY)
MI
03/02/1995 - 01/01/1999
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
IA
Issued 06/22/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/10/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/05/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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