Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Melvin is a financial advisor based in Wayne, PA. Patrick is a Certified Financial Planner™ professional and has over 12 years of experience in the financial services industry. Patrick Melvin currently works at Brighton Jones LLC, a wealth management firm with offices in Seattle, WA and Wayne, PA. Patrick Melvin specializes in providing financial planning services to individuals and families, as well as businesses and institutions. Patrick Melvin is also a registered investment advisor in Pennsylvania.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
PA
02/17/2023 - Present
Brighton Jones LLC (Wayne PA)
PA
04/06/2022 - 12/31/2022
VANGUARD MARKETING CORPORATION (MALVERN PA)
PA
09/18/2009 - 10/02/2015
EQUITY SERVICES, INC. (WAYNE PA)
PA
07/27/2009 - 08/26/2009
METLIFE SECURITIES INC. (PLYMOUTH MEETING PA)
BC
Issued 04/18/2022
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/06/2022
Series 7TO - General Securities Representative Examination
BC
Issued 02/25/2022
SIE - Securities Industry Essentials Examination
BC
Issued 01/13/2011
Series 7 - General Securities Representative Examination
BC
Issued 07/25/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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