Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bryant is a financial professional with over 10 years of experience in the financial services industry. Patrick is a CERTIFIED FINANCIAL PLANNER™ professional, a designation held by individuals who have met rigorous educational and experience requirements, and have passed a comprehensive exam covering all aspects of financial planning. Patrick currently works at Navy Federal Investment Services, LLC where Patrick is a Registered Investment Advisor. Patrick has held previous positions with Investment Professionals, Inc., LPL Financial LLC, Allstate Financial Services, LLC, Raymond James & Associates, Inc., Morgan Keegan & Company, Inc. and First Command Financial Planning, Inc. Patrick holds Series 6, 7, 24, 63 and 65 securities licenses.
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.
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.
A percentage of the total value of assets under management is charged.
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2
FL
01/04/2017 - Present
Navy Federal Investment Services, LLC (PENSACOLA FL)
FL
10/01/2014 - 05/18/2015
INVESTMENT PROFESSIONALS, INC. (PENSECOLA FL)
FL
06/09/2014 - 10/02/2014
LPL FINANCIAL LLC (PENSACOLA FL)
FL
01/07/2014 - 06/24/2014
ALLSTATE FINANCIAL SERVICES, LLC (PENSACOLA FL)
FL
02/13/2013 - 12/12/2013
RAYMOND JAMES & ASSOCIATES, INC. (PENSACOLA FL)
FL
07/09/2010 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (PENSACOLA FL)
FL
01/01/2010 - 06/24/2010
FIRST COMMAND FINANCIAL PLANNING, INC. (PENSACOLA FL)
BC
Issued 08/25/2010
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/19/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/01/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/04/2010
Series 7 - General Securities Representative Examination
BC
Issued 12/27/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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