Unclaimed
Patrick Christopher Lysaght is a financial advisor with LPL Financial LLC and Eukles Asset Management, LLC. Patrick is registered with the state of Ohio and a number of other states and holds a Series 7, Series 24, and Series 66 license. Patrick has been in the industry since 2009 and has experience providing investment advice to individuals, businesses, and retirement plans. Patrick's specializations include portfolio management, financial planning, and pension consulting.
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.
Guidance on pension options to ensure a secure financial future.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
01/13/2016 - Present
LPL Financial LLC (CINCINNATI OH)
KY
11/05/2009 - 09/19/2011
MORGAN KEEGAN & COMPANY, INC. (COVINGTON KY)
BOTH
Issued 11/21/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/28/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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