Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kenneth Carroll is a financial advisor with Obsidian Personal Planning Solutions, LLC. Patrick has been in the industry since 1983 and has a strong track record of providing financial planning and investment advice to a diverse client base. Patrick is committed to helping individuals and families achieve their financial goals. Patrick is also a Certified Financial Planner and Chartered Financial Consultant.
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.
Helps you choose top advisors aligned with your financial goals.
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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2
MD
12/16/2015 - Present
Obsidian Personal Planning Solutions, LLC (ROCKVILLE MD)
MD
08/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Rockville MD)
MD
04/08/1999 - 08/02/2017
NATIONAL PLANNING CORPORATION (ROCKVILLE MD)
MO
02/18/1994 - 04/12/1999
FFP SECURITIES, INC. (CHESTERFIELD MO)
FL
04/01/1991 - 02/18/1994
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NA
07/17/1990 - 04/01/1991
PW SECURITIES, INC.
CO
04/11/1990 - 08/08/1990
PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC. (CASTLE ROCK CO)
CA
07/09/1984 - 05/11/1990
TRAVELERS EQUITIES SALES, INC. (EL SEGUNDO CA)
NA
02/18/1983 - 03/20/1984
PRUCO SECURITIES CORPORATION
BC
Issued 05/20/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/04/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 09/07/1990
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1986
Series 7 - General Securities Representative Examination
BC
Issued 02/17/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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