Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Moody is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Nashville, TN. Patrick has over 30 years of experience in the financial services industry. Patrick is registered to provide investment advice in 23 states, including Alabama, Arizona, Arkansas, California, District of Columbia, Florida, Georgia, Hawaii, Indiana, Kansas, Kentucky, Maine, Massachusetts, Michigan, Mississippi, Nevada, New York, North Carolina, Ohio, Tennessee, Texas, Virginia and Washington.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TN
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (NASHVILLE TN)
LA
08/31/2000 - 11/19/2002
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
GA
01/04/1996 - 08/31/2000
SUNTRUST EQUITABLE SECURITIES (ATLANTA GA)
GA
11/21/1994 - 01/04/1996
THE ROBINSON-HUMPHREY COMPANY INC. (ATLANTA GA)
TN
10/09/1992 - 11/25/1994
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
IA
Issued 11/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/09/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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