Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Pepper is a financial advisor with LPL Financial LLC in THE PLAINS, OH. Patrick is a registered representative with FINRA and the state of Ohio. Patrick has been in the industry since 2005, providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patrick has been a registered representative of LPL Financial LLC since 2010. Prior to joining LPL Financial, Patrick worked as a financial advisor at Edward Jones. Patrick earned a series 7, series 31, and series 66 license. In addition to his work as a financial advisor, Patrick is a licensed notary public in Ohio. Patrick's specialties include financial planning, portfolio management, and retirement planning.
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.
1
2
OH
12/06/2010 - Present
LPL Financial LLC (THE PLAINS OH)
OH
10/03/2005 - 12/07/2010
EDWARD JONES (ATHENS OH)
NY
08/03/2005 - 10/03/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 08/17/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/01/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/25/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 08/02/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Pepper is the right advisor for you? Invested Better is here to help.
