Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Joseph Hynes is a financial advisor with Edward Jones, a firm that has been providing financial services for over a century. Patrick is a registered representative and investment advisor representative in North Carolina and Texas. With over 30 years of experience in the financial industry, Patrick has a proven track record of success in helping clients reach their financial goals. He provides comprehensive financial planning services to individuals, families, and businesses, and he is committed to working with his clients to develop a customized financial plan that meets their specific needs. He is also a registered representative of LPL Financial LLC. Patrick is a Series 7, 6, 63, 65 and 66 licensed advisor and has a SIE designation. Patrick's professional experience includes roles at a variety of firms including Global Atlantic Distributors, LLC, Touchstone Securities, Inc., ALPS Distributors, Inc., KBS Capital Markets Group LLC, Sun Life Financial Distributors, Inc., John Hancock Distributors LLC, Manulife Wood Logan, Inc., Centura Securities, Inc., Invest Financial Corporation, UVEST Investment Services, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Smith Barney Inc., Pruco Securities Corporation and The Prudential Insurance Company of America.
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.
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.
See schedule d - miscellaneous
1
2
NC
05/14/2020 - Present
Edward Jones (Albemarle NC)
NC
10/22/2018 - 08/26/2019
LPL FINANCIAL LLC (NORTH WILKESBORO NC)
CT
03/11/2015 - 11/02/2018
GLOBAL ATLANTIC DISTRIBUTORS, LLC (HARTFORD CT)
OH
04/30/2014 - 03/13/2015
TOUCHSTONE SECURITIES, INC. (CINCINNATI OH)
CO
06/28/2013 - 04/17/2014
ALPS DISTRIBUTORS, INC. (DENVER CO)
CA
02/15/2012 - 03/01/2013
KBS CAPITAL MARKETS GROUP LLC (NEWPORT BEACH CA)
MA
01/29/2010 - 12/31/2011
SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)
MA
01/01/2002 - 01/04/2010
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
CT
01/31/2000 - 01/01/2002
MANULIFE WOOD LOGAN, INC. (STAMFORD CT)
NC
10/18/1999 - 11/17/1999
CENTURA SECURITIES, INC. (KANNAPOLIS NC)
WI
01/11/1999 - 10/19/1999
INVEST FINANCIAL CORPORATION (APPLETON WI)
NC
10/22/1997 - 01/15/1999
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NC
04/16/1997 - 08/29/1997
UVEST INVESTMENT SERVICES (CHARLOTTE NC)
NY
12/04/1995 - 04/11/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/08/1994 - 12/11/1995
SMITH BARNEY INC. (NEW YORK NY)
NJ
08/07/1989 - 07/07/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
08/07/1989 - 07/07/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BOTH
Issued 11/08/2018
Series 66 - Uniform Combined State Law Examination
IA
Issued 02/11/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/05/1994
Series 7 - General Securities Representative Examination
BC
Issued 08/04/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Hynes is the right advisor for you? Invested Better is here to help.
