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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Roth is an investment advisor representative with World Investment Advisors, LLC. Patrick has been in the securities industry for over 20 years and holds a Series 63, Series 65, Series 7, Series 9, Series 10, and Series 24 licenses. Patrick has experience in various areas including financial planning, pension consulting, portfolio management for individuals and businesses, and selection of other advisors. Patrick has been a licensed insurance agent since 2010 and has a strong background in investment advisory services.
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.
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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VA
07/01/2024 - Present
World Investment Advisors, LLC (Reston VA)
VA
08/15/2011 - 12/31/2016
ADVISORY GROUP EQUITY SERVICES LTD. (ALEXANDRIA VA)
VA
10/02/2007 - 09/15/2011
WESTMINSTER FINANCIAL SECURITIES, INC. (RESTON VA)
MD
05/02/2007 - 09/19/2007
UBS FINANCIAL SERVICES INC. (BETHESDA MD)
VA
12/04/2001 - 04/17/2007
CAPITOL ADVISORY CORPORATION (MCLEAN VA)
VA
11/23/1999 - 04/11/2007
CAPITOL SECURITIES MANAGEMENT, INC. (MCLEAN VA)
VA
11/17/1999 - 12/01/1999
ONLINE SECURITIES, INC. (HERNDON VA)
VA
02/21/1996 - 11/17/1999
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
IA
Issued 05/07/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/13/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/11/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/18/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 12/31/2016
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1996
Series 7 - General Securities Representative Examination
Active
Inactive
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