Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ward is a financial advisor with over 8 years of experience in the financial industry. Patrick is currently registered with Assetmark, Inc. and is licensed to provide financial advice in Illinois. He has previously been registered with VALIC Financial Advisors, Inc. and Waddell & Reed. Patrick is also a licensed Series 63 and Series 65 representative.
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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
1
2
IL
06/01/2018 - Present
Assetmark, Inc. (Chicago IL)
IL
06/23/2016 - 05/01/2018
VALIC FINANCIAL ADVISORS, INC. (CHICAGO IL)
IL
09/10/2015 - 06/09/2016
WADDELL & REED (CHICAGO IL)
IA
Issued 05/17/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/08/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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