Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Terrell is a financial advisor with over 20 years of experience in the industry. Patrick is a Certified Financial Planner and holds Series 7, 63, 65, and 24 licenses. Patrick is currently registered with Navy Federal Investment Services, LLC and previously worked with USAA Investment Services Company, Charles Schwab & Co., Inc., USAA Financial Advisors, Inc., and USAA Investment Management Company. Patrick provides financial planning, portfolio management and educational seminars.
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.
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.
A percentage of the total value of assets under management is charged.
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2
TX
06/21/2023 - Present
Navy Federal Investment Services, LLC (San Antonio TX)
TX
08/19/2022 - 06/20/2023
CHARLES SCHWAB & CO., INC. (San Antonio TX)
TX
06/08/2020 - 02/25/2021
USAA INVESTMENT SERVICES COMPANY (SAN ANTONIO TX)
TX
09/06/2007 - 06/08/2020
USAA FINANCIAL ADVISORS, INC. (SAN ANTONIO TX)
TX
12/05/2011 - 10/18/2013
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
TX
03/29/1999 - 12/31/2007
USAA INVESTMENT MANAGEMENT COMPANY (SAN ANTONIO TX)
IA
Issued 02/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/01/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 06/21/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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