Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fenton Purcell is a financial advisor registered with Tiaa-Cref Individual & Institutional Services, LLC. Patrick has been working in the financial services industry since 1996 and has a strong track record of providing investment advice and guidance to clients. Patrick is dedicated to helping individuals and families achieve their financial goals. Patrick holds several professional designations and licenses, including Series 6, 7, 26, 51, 63, 99TO and SIE. Patrick is registered in Colorado and Maine. Patrick has experience working with a wide range of clients, including high-net-worth individuals, corporations, and charitable organizations. Patrick is a strong advocate for financial literacy and education, and is committed to providing clients with the information and resources they need to make informed financial decisions.
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.
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.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
CO
09/12/2022 - Present
Tiaa-Cref Individual & Institutional Services, LLC (DENVER CO)
CO
07/24/2021 - 08/10/2022
CHARLES SCHWAB & CO., INC. (Lone Tree CO)
NY
08/17/1994 - 09/10/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (NEW YORK NY)
BC
Issued 11/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/22/2004
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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