Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dempsey is a financial advisor at Commonwealth Financial Network, a firm with a large network of independent financial advisors. Patrick has been a registered representative for over 30 years, and his career has spanned both Georgia and Texas. He holds a Certified Financial Planner designation and has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, and charitable organizations. Patrick specializes in helping clients plan for retirement, investment management, and financial planning. He also offers investment advice through Dempsey Wealth Management LLC.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
TX
08/02/2006 - Present
Commonwealth Financial Network (SAN ANTONIO TX)
GA
05/26/1992 - 02/07/2005
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 07/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/25/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2010
Series 62 - Corporate Securities Limited Representative Examination
BC
Issued 05/21/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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