Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kelly? Claim Your ProfileKelly Nicole Patrick is an Investment Advisor Representative with Cooke & Bieler, LP. Kelly has been registered as an Investment Advisor Representative since 2023. Kelly has a Series 65 license. Kelly's career in the financial industry began in 2014 with Strategic Investment Group. Prior to that, Kelly worked for Cooke & Bieler, LP. Kelly holds a Uniform Investment Adviser Law Examination license.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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PA
05/30/2023 - Present
Cooke & Bieler, LP (PHILADELPHIA PA)
IA
Issued 05/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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