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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ward Day is a financial advisor with Edelman Financial Engines. Patrick has been in the industry for over 30 years and holds both Series 7 and Series 65 licenses. Patrick is a Certified Financial Planner™ and has extensive experience providing financial advice to individuals and families. Patrick's previous experience includes roles at Sanders Morris Harris LLC, EF Legacy Securities, LLC, and Royal Alliance Associates, Inc.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
VA
11/01/2018 - Present
Edelman Financial Engines (FAIRFAX VA)
VA
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (FAIRFAX VA)
VA
12/09/2005 - 04/22/2016
SANDERS MORRIS HARRIS LLC (FAIRFAX VA)
AZ
05/08/1997 - 12/08/2005
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
FL
04/03/1992 - 05/12/1997
WORLD INVEST CORPORATION (DEERFIELD BEACH FL)
OH
04/30/1986 - 04/22/1992
CAPITAL ANALYSTS, INCORPORATED (CINCINNATI OH)
NA
07/26/1984 - 06/28/1985
CALVERT SECURITIES CORPORATION
IA
Issued 7/7/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/13/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/21/1984
Series 7 - General Securities Representative Examination
Active
Inactive
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