Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Haney is a financial advisor with LPL Financial LLC. Patrick is registered with the state of Maryland and has been in the industry since 1993. Patrick's previous experience includes working with MML Investors Services, LLC, NFP Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, The Advisors Group, Inc., W. S. Griffith & Co., Inc., Princor Financial Services Corporation, and Manequity, Inc. Patrick has earned the following designations: Chartered Financial Consultant.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MD
08/21/2019 - Present
LPL Financial LLC (GAITHERSBURG MD)
MD
03/28/2013 - 08/26/2019
MML INVESTORS SERVICES, LLC (ROCKVILLE MD)
MD
04/22/2008 - 09/21/2012
NFP SECURITIES, INC. (BETHESDA MD)
MD
10/14/2002 - 04/09/2008
LINCOLN FINANCIAL ADVISORS CORPORATION (BETHESDA MD)
IN
10/14/2002 - 05/26/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MD
06/23/1998 - 10/16/2002
THE ADVISORS GROUP, INC. (BETHESDA MD)
CT
02/20/1997 - 03/09/1998
W. S. GRIFFITH & CO., INC. (HARTFORD CT)
IA
12/12/1994 - 02/05/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
MA
01/05/1993 - 01/30/1996
MANEQUITY, INC. (BOSTON MA)
IA
Issued 07/25/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2001
Series 7 - General Securities Representative Examination
BC
Issued 12/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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