Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gill is an investment advisor representative with LPL Financial LLC. Patrick has been in the industry since September 14, 2002. Patrick is registered with the state of Colorado. Patrick has previously worked at LaSalle St Securities, L.L.C. and Oppenheimer & Co. Inc. Patrick is also registered with FINRA and is a registered investment advisor representative with the state of Colorado. Patrick is a member of the Securities Industry Essentials Examination (SIE), Futures Managed Funds Examination (Series 31) and General Securities Representative Examination (Series 7) examinations. Patrick specializes in a number of areas, including financial planning, portfolio management for businesses, and portfolio management for individuals.
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
CO
03/05/2024 - Present
LPL Financial LLC (FORT COLLINS CO)
IL
02/28/2006 - 04/11/2014
LASALLE ST SECURITIES, L.L.C. (CHICAGO IL)
NY
08/24/2005 - 09/27/2005
OPPENHEIMER & CO. INC. (NEW YORK NY)
NY
04/10/2002 - 08/23/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 02/05/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2001
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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