Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Cleary is an investment advisor representative with Private Client Wealth Advisors, LLC, based in Denver, Colorado. Patrick has been in the financial services industry since 1995. Patrick holds licenses Series 6, 7, 63, and 65, and has experience with a variety of firms, including Cetera Advisors, LPL Financial LLC, and Larimer Capital Corporation. Patrick specializes in providing financial planning, pension consulting, and portfolio management for individuals and businesses. Patrick is also an insurance agent.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Financial planning retainer
1
2
CO
06/10/2021 - Present
Private Client Wealth Advisors, LLC (DENVER CO)
CO
01/05/2016 - 03/22/2019
LARIMER CAPITAL CORPORATION (DENVER CO)
CO
04/08/2013 - 12/07/2015
CETERA ADVISORS LLC (DENVER CO)
CA
07/05/2011 - 03/14/2013
LPL FINANCIAL LLC (SAN DIEGO CA)
AL
07/07/2010 - 06/20/2011
PROEQUITIES, INC. (BIRMINGHAM AL)
CO
12/10/2008 - 01/05/2010
TRANSAMERICA CAPITAL, INC. (DENVER CO)
NC
01/07/2008 - 07/31/2008
AXA DISTRIBUTORS, LLC (CHARLOTTE NC)
NY
12/11/2004 - 01/08/2008
METLIFE INVESTORS DISTRIBUTION COMPANY (NEW YORK CITY NY)
CA
05/01/2001 - 12/11/2004
METLIFE INVESTORS DISTRIBUTION COMPANY (NEWPORT BEACH CA)
IL
05/25/1999 - 05/01/2001
METLIFE INVESTORS SALES COMPANY (OAKBROOK TERRACE IL)
AZ
02/28/1997 - 07/30/1999
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
RI
07/26/1995 - 07/31/1996
FIDELITY INVESTMENTS INSTITUTIONAL SERVICES COMPANY, INC. (SMITHFIELD RI)
IA
Issued 01/06/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 07/25/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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