Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Clark is a financial advisor with Commonwealth Financial Network. Patrick has been in the financial industry since 1999 and has experience working with individuals, families, businesses, and institutions. Patrick holds Series 6, 7, 24, 65, and 66 licenses. Patrick is also a registered representative in the following states: Arizona, Arkansas, California, Connecticut, Florida, Georgia, Maine, Maryland, Massachusetts, Michigan, Minnesota, Nevada, New Hampshire, New Jersey, New York, North Carolina, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Vermont, Virginia, and Wisconsin. Patrick is also a Registered Investment Advisor in Connecticut. Patrick is a member of the Financial Industry Regulatory Authority (FINRA). Patrick offers a variety of financial services including financial planning, portfolio management, and investment advice.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CT
01/03/2011 - Present
Commonwealth Financial Network (West Hartford CT)
CT
12/21/2009 - 12/31/2010
WRP INVESTMENTS, INC. (WINDSOR CT)
UT
10/04/2007 - 05/11/2009
OMNI BROKERAGE, INC. (SOUTH JORDAN UT)
CT
07/27/2007 - 10/24/2007
INVESTORS CAPITAL CORP. (W. HARTFORD CT)
IA
01/22/2002 - 07/02/2007
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
NY
09/06/2000 - 10/15/2001
GUARDIAN INVESTOR SERVICES CORPORATION (NEW YORK NY)
OH
06/09/2000 - 07/10/2000
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
MA
05/20/1998 - 02/10/2000
FREEDOM DISTRIBUTORS CORPORATION (BOSTON MA)
IA
Issued 12/31/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 12/24/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/2007
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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