Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Durbin is a financial advisor with Edelman Financial Engines located in Ellicott City, MD. Patrick is a Certified Financial Planner and specializes in providing financial planning services to individuals, high-net-worth individuals, corporations, and charitable organizations. Patrick is also a registered investment advisor in Maryland and Texas.
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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MD
01/05/2023 - Present
Edelman Financial Engines (ELLICOTT CITY MD)
MD
01/16/2020 - 06/28/2022
FIDELITY BROKERAGE SERVICES LLC (ANNAPOLIS MD)
MD
04/22/2016 - 10/31/2018
EF LEGACY SECURITIES, LLC (ELLICOTT CITY MD)
MD
04/05/2016 - 04/22/2016
SANDERS MORRIS HARRIS LLC (BETHESDA MD)
VA
10/12/2015 - 02/10/2016
AXA ADVISORS, LLC (FALLS CHURCH VA)
BOTH
Issued 12/02/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
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