Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Francis Patin is a financial advisor with Summit Financial, LLC. Patrick is a licensed advisor in Michigan and New Jersey. Patrick is also a Chartered Financial Analyst. Previously, Patrick was employed with Wells Fargo Clearing Services, LLC. Patrick provides financial planning, portfolio management for individuals and selection of other advisors. Patrick is committed to providing personalized financial advice to help clients achieve their financial goals.
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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MI
05/01/2023 - Present
Summit Financial, LLC (FARMINGTON HILLS MI)
MI
01/14/2016 - 05/05/2023
WELLS FARGO CLEARING SERVICES, LLC (FARMINGTON HILLS MI)
BOTH
Issued 02/22/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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