Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Nix is a financial advisor with Avantax Advisory Services. Patrick has been in the financial services industry for over 30 years. Patrick has a Series 7, Series 66 and a Securities Industry Essentials (SIE) license. Patrick specializes in providing financial planning and portfolio management services to individuals, businesses and retirement plans. Patrick is also registered to provide investment advisory services in Arizona, California, Colorado, Delaware, District of Columbia, Florida, Maryland, Massachusetts, New Jersey, North Carolina, Texas, Virginia and Washington. Patrick holds a Bachelor of Science degree in Business Administration from the University of Maryland. Patrick is also a Certified Financial Planner (CFP®) and a Certified Public Accountant (CPA).
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.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
VA
01/13/2022 - Present
Avantax Advisory Services (Alexandria VA)
BOTH
Issued 01/13/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/10/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/13/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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