Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hart is a financial professional who has been working in the financial services industry since 2008. Patrick is a registered representative and investment advisor representative with Cambridge Investment Research Advisors, Inc. Patrick has a broad range of experience in financial planning, investment management, and insurance. Patrick holds Series 6, 7, 63, and 65 licenses. Patrick's firm, Cambridge Investment Research Advisors, Inc. is a national financial services firm headquartered in Fairfield, Iowa. Cambridge Investment Research Advisors, Inc. provides a variety of financial services to individuals and businesses, including investment management, financial planning, insurance, and retirement planning. Patrick has been with Cambridge Investment Research Advisors, Inc. since 2018.
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.
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.
Solicitation fees from 3rd party money managers
1
2
FL
05/01/2018 - Present
Cambridge Investment Research Advisors, Inc. (Jacksonville FL)
IL
01/08/2018 - 05/08/2018
INVESTMENT PLANNERS, INC. (DECATUR IL)
UT
02/23/2016 - 10/27/2017
ORCHARD SECURITIES, LLC (PLEASANT GROVE UT)
NY
01/24/2012 - 12/08/2015
REALTY CAPITAL SECURITIES, LLC (NEW YORK CITY NY)
MA
03/29/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
CA
09/05/2008 - 04/19/2010
METLIFE INVESTORS DISTRIBUTION COMPANY (IRVINE CA)
CA
08/17/2007 - 09/26/2008
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 05/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/06/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/16/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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