Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Joseph Biggins is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Corpus Christi, Texas. Patrick has been in the financial industry since 1984 and is registered with the state of Texas as a Registered Representative and an Investment Adviser Representative. Patrick has held previous roles with UBS Financial Services Inc., Citigroup Global Markets Inc., Morgan Stanley DW Inc., Prudential Securities Incorporated, Rotan Mosle Inc., and Dean Witter Reynolds Inc. Patrick offers financial planning, portfolio management for individuals and businesses, and pension consulting services.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
TX
08/06/2018 - Present
Raymond James Financial Services Advisors, Inc. (Corpus Christi TX)
TX
03/06/2009 - 08/17/2018
UBS FINANCIAL SERVICES INC. (CORPUS CHRISTI TX)
TX
01/25/2002 - 03/26/2009
CITIGROUP GLOBAL MARKETS INC. (CORPUS CHRISTI TX)
NY
01/02/1992 - 01/31/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
NY
02/24/1989 - 01/02/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NA
11/10/1987 - 03/02/1989
ROTAN MOSLE INC.
NA
09/20/1984 - 11/19/1987
DEAN WITTER REYNOLDS INC.
IA
Issued 04/26/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/20/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/07/1993
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/1991
Series 3 - National Commodity Futures Examination
BC
Issued 08/05/1988
Series 15 - Foreign Currency Options Examination
BC
Issued 09/15/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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