Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Taylor is a financial advisor with Strategic Financial Concepts, LLC, with over 20 years of experience in the financial services industry. Patrick is a registered representative and investment advisor representative with licenses in Louisiana and Texas. Patrick holds the Series 6, Series 26, Series 63 and Series 65 licenses, as well as the SIE. Patrick is a registered representative with LPL Financial LLC, a registered investment advisor with Strategic Financial Concepts, LLC, and manages assets for various clients including individuals, corporations and pension 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting and business planning 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.
A percentage of the total value of assets under management is charged.
Retainer fees
1
2
LA
02/06/2015 - Present
Strategic Financial Concepts, LLC (METAIRIE LA)
LA
06/20/2008 - 09/08/2009
MUTUAL SERVICE CORPORATION (METAIRIE LA)
LA
10/01/2002 - 06/27/2008
AMERICAN GENERAL SECURITIES INCORPORATED (METAIRIE LA)
TX
08/12/1999 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
BC
Issued 03/02/2007
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 01/16/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2001
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/12/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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