Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Charles Homan is a financial advisor with Private Client Services, LLC. Patrick has been in the financial services industry since January 23, 1994. Patrick has a strong track record of success in providing financial advice and portfolio management services to individuals, businesses, and retirement plans. Patrick is also a registered investment advisor in the state of North Carolina.
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.
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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2
NC
01/31/2022 - Present
Private Client Services, LLC (Charlotte NC)
NV
12/15/2020 - 01/25/2022
SAGEPOINT FINANCIAL, INC. (LAS VEGAS NV)
SC
01/23/2008 - 10/28/2020
LPL FINANCIAL LLC (FORT MILL SC)
NC
03/12/2012 - 04/25/2012
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
08/22/2005 - 12/22/2011
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
MA
01/21/2011 - 11/11/2011
MUTUAL SERVICE CORPORATION (BOSTON MA)
NC
04/07/2004 - 04/08/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NC
06/25/1997 - 03/08/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NA
07/10/1997 - 03/30/1998
BB&T INVESTMENT SERVICES OF SOUTH CAROLINA, INC.
MA
05/29/1996 - 06/23/1997
NATIONSBANC INVESTMENTS, INC. (BOSTON MA)
FL
11/06/1995 - 03/19/1996
ROBERT THOMAS SECURITIES, INC (ST. PETERSBURG FL)
NC
10/13/1995 - 11/10/1995
MARION BASS SECURITIES CORPORATION (CHARLOTTE NC)
NY
07/31/1993 - 07/25/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
01/28/1993 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BOTH
Issued 07/06/2001
Series 66 - Uniform Combined State Law Examination
IA
Issued 05/24/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/03/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 06/24/1998
Series 24 - General Securities Principal Examination
BC
Issued 08/21/1997
Series 4 - Registered Options Principal Examination
BC
Issued 10/23/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/25/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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