Unclaimed
Patrick Joseph Hamill is an investment advisor representative who has been active in the financial industry since 1994. Patrick is currently registered with SPC and has held previous registrations with MUTUAL SERVICE CORPORATION. Patrick is registered in several states, including Ohio and Michigan. Patrick's specializations include providing financial planning, pension consulting, and portfolio management for individuals and businesses.
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.
Consultation 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.
A percentage of the total value of assets under management is charged.
Seminar attendance fees
1
2
OH
08/24/2009 - Present
SPC (Toledo OH)
OH
06/27/1996 - 08/24/2009
MUTUAL SERVICE CORPORATION (TOLEDO OH)
MA
11/11/1993 - 01/03/1996
MUTUAL SERVICE CORPORATION (BOSTON MA)
IA
Issued 06/15/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/07/2000
Series 7 - General Securities Representative Examination
BC
Issued 10/28/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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