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 Shea is a financial advisor with Raymond James Financial Services Advisors, Inc. in Palm Beach Gardens, Florida. Patrick is also the owner of Helius Wealth Management and Patrick E. Shea LLC. Patrick has been in the industry since December 2007 and holds Series 66, Series 7 and SIE licenses. Patrick provides financial planning, pension consulting, portfolio management, and educational seminars to clients including individuals, high-net-worth individuals, corporations, businesses, charitable organizations, and pension and profit-sharing plans. Patrick has experience working with Ameriprise Financial Services, Inc. and Raymond James Financial Services Advisors, Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
08/06/2021 - Present
Raymond James Financial Services Advisors, Inc. (Palm Beach Gardens FL)
FL
12/04/2007 - 08/04/2021
AMERIPRISE FINANCIAL SERVICES, LLC (PALM BEACH GARDENS FL)
BOTH
Issued 12/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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