Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Armstrong is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with LPL Financial LLC and holds Series 3, 7, 24, 63, 65, 99TO, and SIE licenses. Patrick has previously worked with several other firms including Westminster Financial Securities, Inc., Parker/Hunter Incorporated, Linsco/Private Ledger Corp., Wall Street Investor Services, Charles Schwab & Co., Inc., Dean Witter Reynolds Inc., and Prudential-Bache Securities Inc. Patrick Armstrong is a registered investment advisor and has a wide range of experience in various financial services.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
05/18/2021 - Present
LPL Financial LLC (PAINESVILLE OH)
OH
03/11/2005 - 06/08/2021
WESTMINSTER FINANCIAL SECURITIES, INC. (PAINESVILLE OH)
PA
11/01/2002 - 03/14/2005
PARKER/HUNTER INCORPORATED (PITTSBURGH PA)
SC
01/04/1995 - 11/04/2002
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
NY
07/06/1992 - 12/31/1994
WALL STREET INVESTOR SERVICES (NEW YORK NY)
TX
03/01/1991 - 05/02/1991
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
NY
05/22/1989 - 07/27/1990
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
06/21/1988 - 05/20/1989
PRUDENTIAL-BACHE SECURITIES INC.
IA
Issued 04/06/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/20/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/02/1995
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/18/1989
Series 3 - National Commodity Futures Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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