Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Perfitt is a financial advisor at LPL Financial LLC in Grand Rapids, MI. Patrick has been in the financial services industry since March 30, 1988. Patrick is registered with the state of Michigan and holds Series 4, 7, 8, 24, 63, and 65 licenses.
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.
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2
MI
12/21/2012 - Present
LPL Financial LLC (GRAND RAPIDS MI)
MI
10/26/2007 - 12/19/2012
EDWARD JONES (FENTON MI)
MI
08/23/2006 - 11/01/2007
IFMG SECURITIES, INC. (WATERFORD MI)
MI
07/06/2005 - 06/19/2006
CHASE INVESTMENT SERVICES CORP. (CLARKSTON MI)
IL
07/16/2003 - 07/06/2005
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
AZ
03/12/1999 - 09/18/2001
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
TX
04/20/1991 - 03/17/1999
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
MI
03/30/1988 - 04/23/1991
ADVANTAGE INVESTMENT SERVICE (DETROIT MI)
NA
01/13/1987 - 11/16/1987
PRUDENTIAL-BACHE SECURITIES INC.
NA
11/19/1985 - 02/03/1987
EQUICO SECURITIES, INC.
NA
11/19/1985 - 02/02/1987
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES
IA
Issued 07/01/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 07/12/1989
Series 24 - General Securities Principal Examination
BC
Issued 09/20/1988
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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