Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Faulkner is a financial advisor at Raymond James Financial Services Advisors, Inc. with over 37 years of experience in the financial services industry. Patrick has a strong track record of providing comprehensive financial advice to a wide range of clients, including individuals, families, and businesses. Patrick is committed to providing personalized service and helping clients achieve their financial goals.
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
VA
08/31/2012 - Present
Raymond James Financial Services Advisors, Inc. (WILLIAMSBURG VA)
VA
05/26/2000 - 08/31/2012
SUNTRUST INVESTMENT SERVICES, INC. (WILLIAMSBURG VA)
VA
09/17/1993 - 05/26/2000
CRESTAR SECURITIES CORPORATION (RICHMOND VA)
VA
06/26/1992 - 09/17/1993
DAVENPORT & CO. OF VIRGINIA, INC. (RICHMOND VA)
VA
07/03/1991 - 07/02/1992
ANDERSON & STRUDWICK, INCORPORATED (RICHMOND VA)
MO
10/16/1990 - 07/08/1991
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
CO
03/24/1987 - 11/15/1990
NATIONAL SECURITIES NETWORK, INC. (ENGLEWOOD CO)
NA
06/18/1985 - 03/26/1987
BROKERS SECURITIES, INC.
BOTH
Issued 11/19/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/15/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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