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 Marshall is a financial professional with First Command Advisory Services. Patrick has been in the financial services industry since May 24, 2021. Patrick holds Series 63, 65, 7, and SIE licenses and is registered in Texas. Patrick has experience working with individual clients, corporations, trusts, and charitable organizations. Patrick offers financial planning services and portfolio management for individuals.
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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TX
11/03/2021 - Present
First Command Advisory Services (Universal City TX)
IA
Issued 10/29/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/30/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/25/2021
Series 7TO - General Securities Representative Examination
BC
Issued 04/15/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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