Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ilcin is a registered investment advisor representative at NFP Retirement Inc. Patrick has been working in the financial industry for over six years. Patrick is licensed to provide financial and investment advice in Ohio. The firm specializes in providing investment advisory services to individuals, high net worth individuals, pension and profit sharing plans, and businesses. The firm manages a total of $96.5 billion in assets.
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.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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OH
12/16/2021 - Present
NFP Retirement Inc. (Cleveland OH)
IA
Issued 12/13/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/09/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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