Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Stewart has been in the financial industry since February 7, 2011, and is currently a registered representative with Chapin, Davis. Patrick has a Series 7, Series 63, and Series 65 licenses, as well as the SIE and Series 79TO licenses. Patrick has previous experience with CV Brokerage, Inc, and Navigant Capital Advisors, LLC. Patrick focuses on investments for Individuals and businesses.
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.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Concessions paid by issuers of securities sold to clients
1
2
PA
04/30/2019 - Present
Chapin, Davis (Bala Cynwyd PA)
NJ
05/16/2012 - 10/04/2018
CV BROKERAGE, INC (WILLIAMSTOWN NJ)
PA
10/26/2006 - 08/25/2008
NAVIGANT CAPITAL ADVISORS, LLC (PHILADELPHIA PA)
BC
Issued 08/20/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 11/24/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/28/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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