Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Greenlaw is an Investment Advisor Representative registered in Arizona and Texas. Patrick has been in the industry since September 2014, and was previously employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, Arizona. Patrick is currently registered with Edelman Financial Engines and specializes in financial planning and portfolio management for individuals and businesses. Patrick is also a part-time Real Estate Agent with My Home Group in Scottsdale, Arizona.
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.
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.
Set-up fees & related svcs; reimbursements for printed materials
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2
AZ
05/23/2024 - Present
Edelman Financial Engines (PHOENIX AZ)
AZ
09/04/2014 - 08/11/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHANDLER AZ)
BOTH
Issued 10/15/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/4/2014
Series 7 - General Securities Representative Examination
Active
Inactive
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