Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hoell Smith is a financial advisor with Stonex Securities Inc., registered in 10 states. Patrick has been in the financial services industry since May 1988. Patrick is a Series 7, 24, 27, 55, 57TO and SIE licensed professional.
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.
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.
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NC
07/20/2015 - Present
Stonex Securities Inc. (GASTONIA NC)
NC
05/25/1988 - 07/27/2015
JACKSON & SMITH INVESTMENT SECURITIES, LLC (GASTONIA NC)
BC
Issued 06/01/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/13/2008
Series 24 - General Securities Principal Examination
BC
Issued 01/29/1993
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/18/1999
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 05/21/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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