Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Byrne Jacobs is a financial advisor based in Charlotte, NC. Patrick has been a licensed financial professional since 2021 and holds a variety of licenses, including Series 3, 4, 7TO, 57TO and 63. Patrick is currently registered with Elevation, LLC, and is active in a variety of states across the United States.
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.
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.
1
2
NC
10/25/2021 - Present
Elevation, LLC (CHARLOTTE NC)
BC
Issued 11/20/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/31/2023
Series 4 - Registered Options Principal Examination
BC
Issued 04/21/2023
Series 3 - National Commodity Futures Examination
BC
Issued 02/24/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/08/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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