Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Barrett is a financial advisor with Kestra Advisory Services, LLC. He is registered with the state of Washington. Patrick has been in the financial services industry since June 1993. Patrick is active in the community and volunteers with the Boys & Girls Club of Skagit County. He specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
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
WA
04/19/2016 - Present
Kestra Advisory Services, LLC (ANACORTES WA)
WA
05/22/2002 - 06/06/2011
LPL FINANCIAL LLC (ANACORTES WA)
IL
08/01/2000 - 05/22/2002
PMG SECURITIES CORPORATION (ELGIN IL)
IL
06/14/1993 - 08/01/2000
INVESTORS BROKERAGE SERVICES, INC. (ELGIN IL)
IA
Issued 05/30/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1998
Series 7 - General Securities Representative Examination
BC
Issued 06/10/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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