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 Lynch is a financial advisor registered with Arkadios Wealth Advisors. Patrick is a seasoned professional with over 35 years of experience in the financial services industry. He is a registered representative and investment advisor in the state of Texas. He is committed to providing his clients with personalized financial advice and guidance to help them 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.
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.
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TX
03/04/2022 - Present
Arkadios Wealth Advisors (San Antonio TX)
TX
07/17/2020 - 03/04/2022
SECURITIES AMERICA, INC. (SAN ANTONIO TX)
TX
07/20/2006 - 07/17/2020
INVESTACORP, INC. (SAN ANTONIO TX)
TX
11/17/2003 - 08/02/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (SAN ANTONIO TX)
IN
11/17/2003 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
03/09/1987 - 11/21/2003
VERAVEST INVESTMENTS, INC. (WORCESTER MA)
IA
Issued 12/20/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/2000
Series 7 - General Securities Representative Examination
BC
Issued 03/05/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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