Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tang is a financial professional with over 10 years of experience in the financial services industry. Patrick is currently registered as a broker-dealer and investment advisor representative with W&S Brokerage Services, Inc., which has its main office in Cincinnati, Ohio. Patrick is licensed in Delaware, Maryland, Missouri, Ohio, Pennsylvania, South Carolina, Texas, and Virginia. Patrick is an active member of the financial community, and has a passion for helping individuals 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.
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.
A percentage of the total value of assets under management is charged.
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2
SC
10/10/2022 - Present
W&S Brokerage Services, Inc. (Daniel Island SC)
IA
Issued 10/10/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/12/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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