Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Collier Carrigan is a registered representative with Principal Securities, Inc.. Patrick is licensed to provide securities advice in 12 states including Maine, California, Connecticut, Florida, Georgia, Illinois, Massachusetts, New Hampshire, North Carolina, Rhode Island, Vermont. Patrick is a Series 7, SIE and Series 66 licensed advisor. Patrick is also an insurance agent and has experience in real estate.
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.
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.
Seminar fees, solicitors fees, subscription consulting fees
1
2
ME
04/06/2023 - Present
Principal Securities, Inc. (FREEPORT ME)
BOTH
Issued 02/27/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/2023
Series 7TO - General Securities Representative Examination
BC
Issued 11/12/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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