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Patrick John Volk

Oneseven

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About Patrick John Volk

Patrick John Volk is a Registered Representative, Investment Adviser Representative and an Investment Advisor Representative for Oneseven. Patrick John Volk has been in the industry since 1993. Patrick John Volk has passed the Uniform Securities Agent State Law Examination, the Uniform Combined State Law Examination, and the Uniform Investment Adviser Law Examination. Patrick John Volk is registered with the state of Virginia. Patrick John Volk's firm, Oneseven, is a Registered Investment Advisor that provides financial planning, educational seminars, pension consulting, selection of other advisors, and portfolio management for individuals. Patrick John Volk's firm also provides portfolio management services for corporations or other businesses and charitable organizations.

Firm Information

Patrick Volk is currently registered with Oneseven. Oneseven is a financial advisor based in BEACHWOOD, OH. The firm offers a range of financial planning services, including pension consulting, educational seminars, selection of other advisors, and portfolio management for individuals. Oneseven manages approximately $3.68 billion in assets for high-net-worth individuals, corporations, and other clients. They also have a strong presence online, with websites and social media accounts across various platforms.
Oneseven

24400 CHAGRIN BLVD.

BEACHWOOD, OH 44122

$3.68B

Assets Under Management

27

Total Clients

65

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitors' fees for referrals to other money managers

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Patrick Volk’s Registration & Firm History

OH

11/18/2024 - Present

Oneseven (BEACHWOOD OH)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick John Volk.
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