Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Yanke is a financial advisor registered with Raymond James Financial Services Advisors, Inc., serving clients in Raleigh, NC. Patrick has been in the financial services industry since 2000 and is a Certified Financial Planner. Patrick specializes in providing comprehensive financial planning services to individuals, businesses, and institutions. Patrick is committed to helping clients achieve their financial goals, and has a deep understanding of the financial markets and investment strategies. Patrick is a highly respected financial advisor with a proven track record of success. Patrick is a member of the Financial Industry Regulatory Authority (FINRA) and is subject to FINRA's rules and regulations.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
01/24/2019 - Present
Raymond James Financial Services Advisors, Inc. (RALEIGH NC)
NC
01/01/2008 - 07/24/2009
WELLS FARGO ADVISORS, LLC (RALEIGH NC)
NC
07/14/2000 - 01/03/2008
A. G. EDWARDS & SONS, INC. (RALEIGH NC)
BC
Issued 07/17/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/03/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 11/11/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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