Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Essian is an investment advisor representative with Raymond James Financial Services Advisors, Inc., based in BAD AXE, MI. Patrick has been active in the securities industry since May 20, 1987. Patrick is also a licensed real estate agent/broker and owns the property management company Oakwood Financial, which is also based in BAD AXE, MI. Patrick is registered to provide investment advisory services in 30 states and the District of Columbia. Patrick also holds Series 63, 66, 7, 24, and 51 securities licenses. Patrick's previous employer was Edward Jones. Patrick is a financial advisor who provides a variety of services to individuals, businesses, and institutions. Patrick has a long history of 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MI
12/01/2019 - Present
Raymond James Financial Services Advisors, Inc. (BAD AXE MI)
MO
05/21/1987 - 11/17/1999
EDWARD JONES (ST. LOUIS MO)
BOTH
Issued 05/13/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/21/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/24/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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