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 Hutchinson is a financial advisor with over 30 years of experience in the industry. Patrick is registered with Sector Analysts LLC in Allentown, Pennsylvania. Patrick previously worked for LPL FINANCIAL LLC, CUNA BROKERAGE SERVICES, INC., LIFEUSA SECURITIES, INC., MML INVESTORS SERVICES, INC., and AMERICAN EXPRESS FINANCIAL ADVISORS INC. Patrick is a Series 7, Series 63, Series 24, Series 65, Series 99TO and SIE licensed professional. Patrick works with a range of clients, including high net worth individuals, and provides portfolio management services for individuals.
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.
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.
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2
PA
06/05/2015 - Present
Sector Analysts LLC (ALLENTOWN PA)
PA
01/22/2003 - 10/30/2017
LPL FINANCIAL LLC (ALLENTOWN PA)
IA
04/15/1999 - 02/03/2003
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
MN
01/22/1998 - 04/20/1999
LIFEUSA SECURITIES, INC. (MINNEAPOLIS MN)
MA
11/04/1994 - 01/13/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
05/21/1987 - 11/04/1994
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 09/28/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/06/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/14/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional 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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