Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mollenkamp is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Patrick has been in the industry since 1991 and has a strong background in both brokerage and investment advisory services. Patrick is licensed in several states and has a broad range of experience working with a variety of clients including individuals, corporations, institutions, and charitable organizations. Patrick holds the Series 7, Series 31, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials Examination (SIE).
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
OH
05/22/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (TOLEDO OH)
OH
04/26/1991 - 06/04/2009
UBS FINANCIAL SERVICES INC. (SYLVANIA OH)
IA
Issued 08/30/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/03/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/22/1997
Series 31 - Futures Managed Funds Examination
BC
Issued 04/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Mollenkamp is the right advisor for you? Invested Better is here to help.
