Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bell is a financial advisor with Edward Jones in San Rafael, California. Patrick is a registered representative with 20 years of experience in the financial services industry. Patrick is a Series 7, Series 63, and Series 66 licensed representative. Patrick's current employer is Edward Jones. Patrick has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, BTIG, LLC, A K LIMITED PARTNERSHIP, LIT CLEARING SERVICES, INC., LIT AMERICA, INC., and Charles Schwab & Co., Inc. Patrick has held various roles in the financial services industry, including financial advisor, equity trader, and registered representative.
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.
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.
See schedule d - miscellaneous
1
2
CA
02/18/2022 - Present
Edward Jones (San Rafael CA)
CA
02/03/2011 - 11/08/2013
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MILL VALLEY CA)
CA
01/06/2006 - 07/26/2010
BTIG, LLC (SAN FRANCISCO CA)
CA
10/11/2005 - 01/03/2006
A K LIMITED PARTNERSHIP (SAN FRANCISCO CA)
NA
08/02/1993 - 02/25/1998
LIT CLEARING SERVICES, INC.
IL
10/28/1991 - 08/02/1993
LIT AMERICA, INC. (CHICAGO IL)
TX
01/05/1988 - 11/11/1989
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
BOTH
Issued 02/19/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/26/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/29/2019
Series 7TO - General Securities Representative Examination
BC
Issued 01/03/2019
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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