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 Law is a financial advisor with Fountainhead Advisors. Patrick has been in the industry since March 2013. Patrick is registered in New Jersey and has passed the Series 7, Series 63 and Series 66 exams. Patrick provides financial planning, pension consulting, selection of other advisors and portfolio management 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.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial 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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NJ
11/28/2016 - Present
Fountainhead Advisors (WARREN NJ)
NJ
03/04/2013 - 10/26/2016
AXA ADVISORS, LLC (MORRISTOWN NJ)
BOTH
Issued 01/30/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/26/2016
SIE - Securities Industry Essentials Examination
BC
Issued 03/01/2013
Series 7 - General Securities Representative Examination
Active
Inactive
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