Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Allan Shope is an investment advisor representative with SPC, based in Ann Arbor, MI. Patrick has been in the industry since 1996 and holds licenses in multiple states, including Michigan and Texas. Before joining SPC, Patrick held positions at Sigma Financial Corporation, Hantz Financial Services, Inc., Vestax Securities Corporation, American Express Financial Advisors Inc. and IDS Life Insurance Company. Patrick is a Series 7 and Series 66 licensed professional.
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.
Consultation services
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.
Seminar attendance fees
1
2
MI
06/05/2024 - Present
SPC (Ann Arbor MI)
MI
01/10/2006 - 10/23/2008
SIGMA FINANCIAL CORPORATION (TROY MI)
MI
07/31/1999 - 01/10/2006
HANTZ FINANCIAL SERVICES, INC. (WOODHAVEN MI)
OH
03/02/1998 - 06/25/1999
VESTAX SECURITIES CORPORATION (HUDSON OH)
MN
11/12/1996 - 12/23/1997
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
11/12/1996 - 12/23/1997
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/27/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/15/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/22/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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