Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jordan Conger is a financial advisor registered with LPL Financial LLC. Patrick has been in the financial services industry since 2001 and holds Series 7, SIE and Series 66 licenses. Patrick has been with LPL Financial since 2011. Prior to that, Patrick was registered with UBS Financial Services INC, Morgan Keegan & Company, INC, PFIC Securities Corporation and Robert W. Baird & Co. Incorporated.
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.
Consulting and other non-discretionary advisory services
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.
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2
TN
11/19/2012 - Present
LPL Financial LLC (NASHVILLE TN)
TN
03/31/2008 - 11/18/2011
UBS FINANCIAL SERVICES INC. (NASHVILLE TN)
TN
07/28/2004 - 04/01/2008
MORGAN KEEGAN & COMPANY, INC. (NASHVILLE TN)
TN
12/19/2003 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
WI
04/09/2001 - 12/19/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 04/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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