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 over 15 years of experience. Patrick is currently employed by Hunter Associates LLC and has been registered with the firm since January 5, 2022. Previously, Patrick was registered with PNC Capital Markets LLC, Mid Atlantic Capital Corporation, and Federated Securities Corp. Patrick holds Series 7, 24, 66, and SIE licenses. Patrick specializes in financial planning, portfolio management, and selection of other advisors. Patrick has a strong track record of success in helping clients achieve their financial goals.
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.
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.
Manager of managers
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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2
PA
01/05/2022 - Present
Hunter Associates LLC (PITTSBURGH PA)
PA
05/08/2020 - 12/22/2021
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
PA
04/10/2017 - 09/06/2019
MID ATLANTIC CAPITAL CORPORATION (PITTSBURGH PA)
PA
05/18/2007 - 04/13/2017
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 06/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 14 - Compliance Officer Examination
BC
Issued 05/30/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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