Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Carney is an investment advisor representative who is currently registered with Rodgers & Associates. Patrick has been in the industry since 2005 and has previously worked for Vanguard Marketing Corporation and LINSCO/PRIVATE LEDGER CORP. Patrick is a licensed investment advisor representative in Pennsylvania.
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.
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.
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PA
05/11/2015 - Present
Rodgers & Associates (LANCASTER PA)
PA
11/07/2007 - 01/02/2015
VANGUARD MARKETING CORPORATION (MALVERN PA)
CT
04/25/2005 - 11/07/2007
LINSCO/PRIVATE LEDGER CORP. (NAUGATUCK CT)
IA
Issued 05/26/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2015
SIE - Securities Industry Essentials Examination
BC
Issued 04/22/2005
Series 7 - General Securities Representative Examination
Active
Inactive
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