Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Foy has been in the financial services industry since January 14, 1991. Patrick is currently a registered representative of LPL Financial LLC. Patrick has a history with various firms including Raymond James Financial Services, Inc., Edward Jones, and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick is a CERTIFIED FINANCIAL PLANNER™. Patrick also provides investment advice to individuals, businesses, and other clients.
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
TX
06/03/2019 - Present
LPL Financial LLC (WINNIE TX)
TX
09/12/2001 - 06/05/2019
RAYMOND JAMES FINANCIAL SERVICES, INC. (WINNIE TX)
MO
09/06/1995 - 09/14/2001
EDWARD JONES (ST. LOUIS MO)
NY
09/27/1993 - 09/19/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
VA
10/04/1989 - 04/23/1992
GNA SECURITIES, INC. (GLEN ALLEN VA)
NA
04/15/1986 - 06/06/1986
FIRST INVESTORS CORPORATION
BC
Issued 10/06/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/18/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/14/1992
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/02/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Foy is the right advisor for you? Invested Better is here to help.
