Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Inglesby is a financial advisor with Raymond James Financial Services Advisors, Inc. located in St. Petersburg, FL. Patrick has been in the industry since 1998 and is registered to provide investment advice in Florida, Kansas, Oklahoma and Wyoming. In addition to working for Raymond James Financial Services Advisors, Inc., Patrick is also an officer for BESPE Holdings Inc.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
03/08/2012 - Present
Raymond James Financial Services Advisors, Inc. (ST. PETERSBURG FL)
FL
01/17/1998 - 12/13/2011
RAYMOND JAMES & ASSOCIATES, INC. (ST. PETERSBURG FL)
IL
04/08/2011 - 12/05/2011
HOWE BARNES HOEFER & ARNETT, INC. (CHICAGO IL)
IA
Issued 09/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/30/2009
Series 4 - Registered Options Principal Examination
BC
Issued 02/24/2005
Series 24 - General Securities Principal Examination
BC
Issued 08/06/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/28/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/06/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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