Unclaimed
Patrick Vollaire is an investment professional with experience in the financial services industry. Patrick is currently registered with J.P. Morgan Securities LLC in Bullhead City, Arizona. Patrick has earned the Series 6, Series 63, and SIE licenses. In addition to his state registrations in Arizona and Nevada, Patrick also holds specializations in various investment product areas. Patrick's experience and credentials demonstrate a commitment to providing clients with knowledgeable financial advice and guidance.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
AZ
09/01/2015 - Present
J.p. Morgan Securities LLC (BULLHEAD CITY AZ)
BC
Issued 09/14/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/01/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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