Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Duignan is an investment advisor representative and registered with Money Concepts Capital Corp. Patrick is also a registered representative and has been in the industry since February 2011. Patrick specializes in providing investment advice and financial planning services. Patrick also provides general consulting services and portfolio management for individuals and businesses. Patrick has a Series 66 license and has passed the SIE and Series 7 exams. Patrick has been with Money Concepts Capital Corp since December 2010.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting services
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.
Solicitor fee
1
2
CA
08/29/2011 - Present
Money Concepts Capital Corp. (FULLERTON CA)
BOTH
Issued 02/24/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/01/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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