Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gilmore is an active financial advisor with over 28 years of experience in the industry. Patrick is currently registered as a registered representative with LPL Financial LLC in Wayne, NJ. Patrick has held previous positions with several firms including SAGEPOINT FINANCIAL, INC. and AMERICAN GENERAL SECURITIES INCORPORATED. Patrick holds several licenses including Series 7, 63, 24, 52, 53, and 65. Patrick is also a Certified Financial Planner. Patrick specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Patrick is committed to providing personalized financial advice to help clients 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.
1
2
NJ
11/07/2019 - Present
LPL Financial LLC (WAYNE NJ)
NJ
10/31/2008 - 12/06/2019
SAGEPOINT FINANCIAL, INC. (WAYNE NJ)
NJ
07/21/1999 - 10/31/2008
AMERICAN GENERAL SECURITIES INCORPORATED (WAYNE NJ)
WI
04/04/1997 - 07/21/1999
SII INVESTMENTS, INC. (APPLETON WI)
NY
06/27/1996 - 04/10/1997
JARON EQUITIES CORP. (HICKSVILLE NY)
PA
02/08/1996 - 07/02/1996
PNC BROKERAGE CORP (PITTSBURGH PA)
CA
05/17/1994 - 05/30/1996
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
NY
03/14/1994 - 04/05/1994
M. RIMSON & CO., INC. (NEW YORK NY)
IA
Issued 08/28/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/24/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/19/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/23/1998
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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