Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wallace is a financial advisor with Kestra Advisory Services, LLC. Patrick has over 15 years of experience in the financial services industry. Patrick is a Registered Representative and Investment Advisor Representative and holds the Series 6, Series 7, Series 63, and SIE licenses. Patrick is also a Chartered Financial Consultant. Patrick's specialties include financial planning, retirement planning, investment management, and insurance. Patrick's goal is to help clients reach their financial goals by providing them with personalized advice and strategies.
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.
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TX
02/13/2019 - Present
Kestra Advisory Services, LLC (Addison TX)
TX
06/15/2007 - 03/07/2019
HORNOR, TOWNSEND & KENT, LLC (ADDISON TX)
BC
Issued 04/05/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/07/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/14/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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