Unclaimed
Patrick Aitcheson is an investment advisor representative with Santander Securities LLC. Patrick has been in the industry for 14 years, working at firms like J.P. Morgan Securities LLC, Chase Investment Services Corp., and Wells Fargo Advisors, LLC, prior to joining Santander. Patrick provides financial planning, portfolio management for businesses and individuals, and selection of other advisers services to individuals, corporations, and charitable organizations. Patrick is licensed in 18 states and holds the Series 7 and Series 66 licenses as well as the Securities Industry Essentials Examination (SIE).
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.
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.
1
2
NJ
08/31/2020 - Present
Santander Securities LLC (Ewing NJ)
NJ
10/01/2012 - 07/07/2017
J.P. MORGAN SECURITIES LLC (SOUTH PLAINFIELD NJ)
NJ
08/11/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW BRUNSWICK NJ)
NJ
10/13/2008 - 08/03/2010
WELLS FARGO ADVISORS, LLC (HILLSBOROUGH NJ)
BOTH
Issued 10/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Aitcheson is the right advisor for you? Invested Better is here to help.