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Patrick Joseph Beste

Private Client Services, LLC

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About Patrick Joseph Beste

Patrick Joseph Beste is a financial professional with experience in the financial services industry. Patrick is currently registered with Private Client Services, LLC and has a Series 7TO and SIE license. Patrick's previous experience includes working at UBS Financial Services Inc. Patrick is also a registered representative in the state of Florida. Patrick has a strong background in providing financial advice to individuals and corporations, and has expertise in specializations including portfolio management, financial planning, and educational seminars.

Firm Information

Patrick Beste is currently registered with Private Client Services, LLC. Private Client Services, LLC is a Limited Liability Company formed in February 2001. Headquartered in Louisville, KY, the firm provides financial planning, educational seminars, selection of other advisors, and portfolio management for individuals and businesses. With over 50 licensed agents, investment advisor representatives, and registered representatives, the firm manages approximately $845 million in assets for over 2,890 clients. The firm is registered with the SEC and in all 50 states plus the Virgin Islands.
Private Client Services, LLC

2225 LEXINGTON ROAD

LOUISVILLE, KY 40206

$845.81M

Assets Under Management

26

Total Clients

140

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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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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Patrick Beste’s Registration & Firm History

FL

04/26/2024 - Present

Private Client Services, LLC (Naples FL)

FL

02/13/2024 - 05/07/2024

UBS FINANCIAL SERVICES INC. (BONITA SPRINGS FL)

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Licenses & Designations

BC

Issued 02/13/2024

Series 7TO - General Securities Representative Examination

BC

Issued 09/21/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Joseph Beste.
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