Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jacob Boland is a financial advisor who is currently employed by LPL Financial LLC in Neenah, WI. Patrick has been in the financial services industry since August 24, 2009, and has prior experience with Woodbury Financial Services, Inc. and ProEquities, Inc. Patrick holds a Series 63, Series 7 and SIE license and has a total of 7 active registrations in Arkansas, California, Colorado, Indiana, Michigan, Minnesota, and Wisconsin. Patrick specializes in providing advisory services for high-net-worth individuals, corporations, and other businesses, pension plans and charitable organizations.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WI
09/28/2018 - Present
LPL Financial LLC (NEENAH WI)
WI
04/05/2016 - 10/03/2018
WOODBURY FINANCIAL SERVICES, INC. (NEENAH WI)
WI
06/09/2010 - 04/22/2016
PROEQUITIES, INC. (DE PERE WI)
WI
08/06/2009 - 05/21/2010
UVEST FINANCIAL SERVICES GROUP, INC. (DE PERE WI)
BC
Issued 08/22/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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