Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Eugene Marks is a registered representative with Brokers International Financial Services, LLC. Patrick has been in the securities industry since 2007 and has a Series 6, Series 63, and SIE licenses. Patrick is a licensed representative in Arkansas, California, Colorado, Iowa, Minnesota, Missouri, South Dakota, and Texas. Patrick has been registered with Brokers International Financial Services, LLC since 2009. Prior to that Patrick was a registered representative with INTERSECURITIES, INC. Brokers International Financial Services, LLC is an independent broker-dealer headquartered in Urbandale, Iowa. The firm specializes in providing financial services to individuals, corporations, and charitable organizations. Patrick's areas of expertise include financial planning, portfolio management, and education seminars.
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.
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.
Percentage of assets managed by third-party advisor firms
1
2
IA
01/13/2009 - Present
Brokers International Financial Services, LLC (REDFIELD IA)
IA
10/04/2007 - 10/23/2008
INTERSECURITIES, INC. (REDFIELD IA)
BC
Issued 10/09/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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