Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Clifford is a financial advisor with over 20 years of experience in the industry. Patrick is a registered representative of LPL Financial LLC. Patrick has held previous roles with WELLS FARGO ADVISORS LLC, WELLS FARGO CLEARING SERVICES, LLC, MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., and UBS FINANCIAL SERVICES INC.. Patrick holds Series 66, SIE and Series 7 licenses. Patrick specializes in providing investment advice and financial planning to individuals, businesses, and charitable organizations. Patrick has a strong commitment to providing personalized service to clients and helping them achieve their financial goals.
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
TX
01/19/2022 - Present
LPL Financial LLC (TYLER TX)
TX
01/13/2012 - 01/20/2022
WELLS FARGO CLEARING SERVICES, LLC (TYLER TX)
TX
06/01/2009 - 02/10/2012
MORGAN STANLEY SMITH BARNEY (TYLER TX)
TX
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (TYLER TX)
TX
09/08/2006 - 04/02/2007
MORGAN STANLEY DW INC. (TYLER TX)
TX
05/22/2002 - 09/21/2006
UBS FINANCIAL SERVICES INC. (TYLER TX)
BOTH
Issued 05/30/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/21/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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