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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Charles Golden is an Investment Advisor Representative with Golden Wealth Management. Patrick has over 30 years of experience in the financial services industry. Patrick is a registered Investment Advisor Representative in Pennsylvania and Texas. Patrick has a Series 63, Series 65, Series 7, Series 3, and Series 10 licenses. Patrick specializes in providing financial planning and investment advice to individuals, corporations, and charitable organizations. Patrick is committed to providing his clients with personalized financial advice and guidance.
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.
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
PA
08/01/2019 - Present
Golden Wealth Management (PITTSTON PA)
PA
09/25/2009 - 01/30/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WILKES-BARRE PA)
PA
07/14/2006 - 09/25/2009
UBS FINANCIAL SERVICES INC. (PLAINS PA)
PA
07/01/2003 - 07/17/2006
WACHOVIA SECURITIES, LLC (SCRANTON PA)
NY
08/25/1989 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
09/29/1986 - 08/25/1989
THOMSON MCKINNON SECURITIES INC. (NEW YORK NY)
IA
Issued 11/12/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/28/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/13/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1986
Series 3 - National Commodity Futures Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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