Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Doyle is a financial advisor with Cornerstone Wealth Management, LLC. Patrick has over 35 years of experience in the financial services industry. Patrick is a Certified Financial Planner and holds the Series 3, 7 and 63 securities licenses as well as the Series 65 Investment Advisor Representative license. Patrick provides financial planning and asset management services to individuals, families, businesses and retirement plans.
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.
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.
Lpl sponsored advisory programs; investment management & research subscription licensing
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.
A percentage of the total value of assets under management is charged.
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2
MO
08/07/2017 - Present
Cornerstone Wealth Management, LLC (ST. PETERS MO)
MO
04/17/2009 - 01/09/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHESTERFIELD MO)
MO
04/02/2007 - 04/20/2009
MORGAN STANLEY & CO. INCORPORATED (CHESTERFIELD MO)
MO
03/04/2005 - 04/02/2007
MORGAN STANLEY DW INC. (CHESTERFIELD MO)
MO
07/01/2003 - 03/07/2005
WACHOVIA SECURITIES, LLC (ST. LOUIS MO)
NY
01/26/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
07/31/1993 - 02/05/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/11/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/24/1987 - 04/11/1988
E. F. HUTTON & COMPANY INC
IA
Issued 09/23/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/14/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/1987
Series 3 - National Commodity Futures Examination
BC
Issued 02/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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