Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hojan is a financial advisor in Columbus, Georgia with 13 years of experience in the financial services industry. Patrick is a Registered Representative of Edward Jones and currently works as a financial advisor there. Patrick has held previous positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, CETERA INVESTMENT SERVICES LLC, INVEST FINANCIAL CORPORATION, SIGNATOR INVESTORS, INC., and SUNTRUST INVESTMENT SERVICES, INC. Patrick is licensed to sell securities in 18 states and is registered as an Investment Advisor Representative in Georgia and Texas. Patrick specializes in providing financial advice to individuals, corporations, and other businesses, as well as providing financial planning, pension consulting, and selection of other advisors.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
GA
07/08/2024 - Present
Edward Jones (COLUMBUS GA)
GA
04/24/2019 - 10/31/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (COLUMBUS GA)
AL
06/09/2016 - 04/24/2019
CETERA INVESTMENT SERVICES LLC (PHENIX CITY AL)
GA
01/06/2016 - 05/27/2016
INVEST FINANCIAL CORPORATION (WEST POINT GA)
GA
01/09/2015 - 01/04/2016
SIGNATOR INVESTORS, INC. (Columbus GA)
GA
03/17/2010 - 05/02/2013
SUNTRUST INVESTMENT SERVICES, INC. (COLUMBUS GA)
IA
Issued 03/09/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/05/2016
Series 7 - General Securities Representative Examination
BC
Issued 03/16/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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