Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Rainey Patrick is a financial advisor with over 16 years of experience. John is registered with Cetera Investment Advisers LLC and is currently based in Greenwood, South Carolina. John has been in the financial industry since March 2007, having previously worked with firms like Voya Financial Advisors, Inc., Raymond James Financial Services, Inc., and LPL Financial LLC. John holds Series 63, Series 65, Series 7 and SIE licenses and is registered with the states of California, District of Columbia, Florida, Georgia, North Carolina, and South Carolina. John specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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.
1
2
SC
06/29/2023 - Present
Cetera Investment Advisers LLC (GREENWOOD SC)
SC
10/11/2019 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (GREENWOOD SC)
SC
03/10/2014 - 10/04/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (GREENWOOD SC)
SC
10/11/2011 - 03/11/2014
LPL FINANCIAL LLC (GREENWOOD SC)
SC
09/25/2007 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (GREENWOOD SC)
BC
Issued 7/9/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 5/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Patrick is the right advisor for you? Invested Better is here to help.
