Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Heijmen is a financial advisor at Wells Fargo Clearing Services, LLC with over 20 years of experience in the industry. Patrick is registered to provide investment advice in 15 states and has a Series 7, 31, 66, 9, and 10. Patrick also holds the Certified Financial Planner designation. Patrick is committed to providing comprehensive financial planning and investment management services to individuals, families, and businesses. Patrick has experience in various sectors, including investment management, banking, and financial services, and is committed to providing personalized, client-centric financial solutions.
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.
Investment consulting services to institutional clients
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
VA
09/20/2021 - Present
Wells Fargo Clearing Services, LLC (WARRENTON VA)
VA
12/06/2018 - 10/15/2021
LPL FINANCIAL LLC (WARRENTON VA)
VA
02/26/2013 - 11/15/2018
LPL FINANCIAL LLC (MIDDLEBURG VA)
VA
06/01/2008 - 02/28/2013
INFINEX INVESTMENTS, INC. (MIDDLEBURG VA)
VA
07/30/2003 - 06/01/2008
BI INVESTMENTS, LLC (MIDDLEBURG VA)
NY
06/10/2002 - 06/12/2003
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 07/01/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/23/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/10/2002
Series 31 - Futures Managed Funds Examination
BC
Issued 06/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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