Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tobin is an investment advisor representative with Cerity Partners LLC. Patrick has 11 years of experience in the financial services industry and is registered with the state of Illinois. Patrick is a Certified Financial Planner and holds the Series 63, Series 65, and Series 7 licenses. Prior to joining Cerity Partners LLC, Patrick was an investment advisor representative for Quasar Distributors, LLC and IMST Distributors, LLC. Patrick is also registered with Goldman, Sachs & Co. and Northwestern Mutual Investment Services, LLC. Patrick specializes in portfolio management for individuals, businesses, and pooled investment vehicles, as well as financial planning and pension consulting.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
03/03/2020 - Present
Cerity Partners LLC (CHICAGO IL)
ME
09/26/2018 - 12/31/2019
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
04/07/2017 - 08/03/2018
IMST DISTRIBUTORS, LLC (LAKE FOREST IL)
NY
12/22/2009 - 11/02/2016
GOLDMAN, SACHS & CO. (NEW YORK NY)
IL
09/11/2008 - 10/01/2009
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IA
Issued 12/28/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/26/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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