Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Knox is a financial advisor at LPL Financial LLC. Patrick has been in the financial services industry since 1985. Patrick has a Series 7, Series 63, and SIE license and is a Certified Financial Planner. Patrick has experience working with individuals, corporations, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, and state or municipal government entities. Patrick is also registered as an investment advisor representative in Delaware, Florida, Georgia, New Jersey, Pennsylvania, Puerto Rico, and Virginia. Patrick is dedicated to providing his clients with personalized financial advice and guidance.
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
PA
06/29/2018 - Present
LPL Financial LLC (HORSHAM PA)
PA
09/02/1988 - 07/01/2018
LINCOLN INVESTMENT (JENKINTOWN PA)
NY
05/15/1986 - 09/13/1988
QUICK & REILLY, INC. (NEW YORK NY)
NA
03/25/1985 - 10/21/1985
W. H. NEWBOLD'S SONS & CO., INC.
NA
08/21/1984 - 03/29/1985
FIRST JERSEY SECURITIES, INC.
NA
08/21/1984 - 08/24/1984
LINCOLN INVESTMENT PLANNING, INC.
BC
Issued 07/02/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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