Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Moore is an investment advisor representative at Park Avenue Securities LLC. Patrick is a financial advisor who has been in the industry since 1977, and is registered with the state of Tennessee and 12 other states. Patrick has also earned the Chartered Financial Consultant designation. Patrick's current firm provides financial planning, education seminars and portfolio management for individuals and businesses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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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2
TN
10/07/2019 - Present
Park Avenue Securities LLC (FRANKLIN TN)
TN
04/25/2018 - 10/08/2019
PRIVATE CLIENT SERVICES, LLC (FRANKLIN TN)
TN
02/03/2014 - 04/30/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (BRENTWOOD TN)
TN
04/15/2003 - 02/19/2014
PARK AVENUE SECURITIES LLC (BRENTWOOD TN)
IN
07/07/1999 - 04/02/2003
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
07/07/1999 - 04/02/2003
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
CA
03/18/1994 - 07/20/1999
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
NY
01/27/1983 - 03/25/1994
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
NA
08/26/1977 - 06/16/1982
SMA EQUITIES, INC.
IA
Issued 05/24/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/06/2008
Series 7 - General Securities Representative Examination
BC
Issued 08/23/1977
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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