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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Keyes Marlatt is an investment advisor representative at Captrust. Patrick has been in the financial services industry since 1993. Patrick has been registered with the Securities and Exchange Commission (SEC) since 2012. Patrick is a registered investment advisor in North Carolina, Pennsylvania and West Virginia.
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.
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.
1
2
PA
04/12/2021 - Present
Captrust (Pittsburgh PA)
NC
09/03/2012 - 03/22/2024
CAPFINANCIAL SECURITIES, LLC. (RALEIGH NC)
IN
06/01/1998 - 08/03/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
PA
11/14/1994 - 06/01/1998
CIGNA FINANCIAL ADVISORS,INC. (RADNOR PA)
NJ
08/24/1993 - 02/03/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
GA
07/29/1993 - 08/05/1993
PFS INVESTMENTS INC. (DULUTH GA)
BC
Issued 10/12/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/27/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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