Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Elmore is an investment advisor with Raymond James Financial Services Advisors, Inc. who has been in the industry since October 1994. Patrick is registered with the state of North Carolina and has active Broker-Dealer and Investment Advisor licenses. Patrick has previously worked at Edward Jones. Patrick provides financial planning, portfolio management for businesses and individuals, as well as pension consulting and educational seminars.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
02/04/2019 - Present
Raymond James Financial Services Advisors, Inc. (DENVER NC)
MO
10/17/1994 - 09/11/2000
EDWARD JONES (ST. LOUIS MO)
IA
Issued 10/12/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 11/30/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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