Unclaimed
Patrick Fitzgerald Maynor is a registered Investment Advisor Representative associated with Hub Investment Partners, LLC, an investment advisory firm headquartered in Austin, TX. Patrick has been in the financial services industry since 2012 and has a wide range of experience. Patrick holds several licenses including Series 63, Series 65, Series 7, and Series 55. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individual clients, businesses, and various other entities.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
TX
01/04/2022 - Present
HUB Investment Partners, LLC (AUSTIN TX)
NY
08/27/2012 - 04/05/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 06/16/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/02/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2012
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 08/26/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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