Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Harrison Perry is a registered representative with Synovus Securities, Inc. in Savannah, GA. Patrick has over 20 years of experience in the financial services industry. He is licensed to sell securities in Florida, Georgia, and South Carolina. Patrick is also registered as an Investment Advisor Representative in Florida, Georgia, and South Carolina. Patrick's previous employment includes SunTrust Investment Services, Inc., LPL Financial LLC, UVEST Financial Services Group, Inc., UBS Financial Services Inc., Wachovia Securities, LLC, and Prudential Securities Incorporated. Patrick has earned the Series 63, Series 65, Series 7 and SIE licenses. He also holds the FINRA Series 63 and 65 licenses. Patrick specializes in providing financial planning and investment advice to individuals, families, and businesses. He is also experienced in working with charitable organizations and retirement plans. Patrick is dedicated to helping his clients 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
Tax related services, administrative 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
GA
06/07/2016 - Present
Synovus Securities, Inc. (SAVANNAH GA)
GA
10/02/2012 - 12/23/2014
SUNTRUST INVESTMENT SERVICES, INC. (SAVANNAH GA)
SC
10/11/2011 - 09/07/2012
LPL FINANCIAL LLC (AIKEN SC)
SC
11/11/2008 - 10/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (AIKEN SC)
GA
03/11/2005 - 10/14/2008
UBS FINANCIAL SERVICES INC. (AUGUSTA GA)
MO
07/01/2003 - 03/14/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
03/15/2000 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 09/20/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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