Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gibbs is a financial advisor with over 16 years of experience in the industry. Patrick is currently registered with LPL Financial LLC and has held previous positions with Northern Trust Securities, Inc., Mesirow Financial, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is licensed in 34 states and holds the Series 7, 31, and 66 licenses as well as the SIE exam. Patrick provides investment advisory services to individuals, businesses, and charitable organizations.
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.
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2
IL
02/11/2025 - Present
LPL Financial LLC (CHICAGO IL)
IL
02/08/2013 - 09/19/2016
NORTHERN TRUST SECURITIES, INC. (CHICAGO IL)
IL
11/13/2009 - 01/28/2013
MESIROW FINANCIAL, INC. (OAKBROOK TERRACE IL)
IL
11/22/2006 - 11/17/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 01/03/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 11/21/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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