Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick D. Montgomery is a financial advisor registered with Equity Services, Inc.. Patrick has been in the industry since 2011 and has held previous positions with HORNOR, TOWNSEND & KENT, LLC and PRUCO SECURITIES, LLC. Patrick holds the Series 6, Series 26, and Series 63 licenses and has passed the SIE exam. Patrick is currently registered in Arizona, Florida, New Hampshire, New Jersey, Pennsylvania, and Virginia. Patrick specializes in working with individuals, high net worth individuals, corporations or other businesses, charitable organizations and pension and profit-sharing plans.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NJ
05/12/2021 - Present
Equity Services, Inc. (MARLTON NJ)
PA
06/06/2016 - 04/23/2021
HORNOR, TOWNSEND & KENT, LLC (CONSHOHOCKEN PA)
NJ
10/14/2010 - 07/16/2015
PRUCO SECURITIES, LLC. (MARLTON NJ)
BC
Issued 07/15/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/2013
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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