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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 registered in South Carolina. John Rainey Patrick has been in the financial industry since 2007. John Rainey Patrick is currently registered with Cetera Investment Advisers LLC, a firm that provides a range of financial services, including portfolio management for individuals and businesses, financial planning and pension consulting. John Rainey Patrick also has experience working with Voya Financial Advisors, Inc., Raymond James Financial Services, Inc., and LPL Financial LLC. John Rainey Patrick is a licensed agent and investment advisor representative, holding the Series 7, Series 63, and Series 65 licenses. John Rainey Patrick is a member of FINRA and the Securities Investor Protection Corporation (SIPC).
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 07/09/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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