Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Arthur Hammer is a financial advisor with over 30 years of experience in the industry. Patrick is registered with Cambridge Investment Research Advisors, Inc. Patrick has been with Cambridge Investment Research Advisors, Inc. since 2007. Prior to that, Patrick worked at AXA ADVISORS, LLC from 2005 to 2007 and MONY SECURITIES CORPORATION from 1986 to 2005. Patrick holds the Series 7, Series 63, and Series 65 licenses. Patrick also holds the Securities Industry Essentials Examination (SIE). Patrick specializes in financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, portfolio management for businesses and individuals. Patrick also provides independent insurance agent services for various insurance companies.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Solicitation fees from 3rd party money managers
1
2
OH
01/10/2024 - Present
Cambridge Investment Research Advisors, Inc. (RICHFIELD OH)
OH
06/01/2005 - 03/02/2007
AXA ADVISORS, LLC (RICHFIELD OH)
NY
03/20/1986 - 06/01/2005
MONY SECURITIES CORPORATION (NEW YORK NY)
IA
Issued 09/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/04/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/15/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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