Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Baird is a financial advisor with B. Riley Wealth Advisors, Inc., based in Boca Raton, Florida. Patrick has been in the financial services industry since 2004 and has a wide range of experience in financial planning, investment management, and retirement planning. Patrick is a registered representative with FINRA and a licensed investment advisor with the state of Florida.
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.
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
FL
10/16/2023 - Present
B. Riley Wealth Advisors, Inc. (Boca Raton FL)
FL
10/25/2021 - 10/05/2023
NEWBRIDGE SECURITIES CORPORATION (BOCA RATON FL)
FL
10/01/2014 - 10/18/2021
NATIONAL SECURITIES CORPORATION (BOCA RATON FL)
FL
10/01/2014 - 02/24/2018
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
NY
08/08/2014 - 09/25/2014
AVATAR SECURITIES, LLC (NEW YORK NY)
FL
08/20/2013 - 01/02/2014
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
01/01/2008 - 12/31/2012
VFINANCE INVESTMENTS, INC (BOCA RATON FL)
FL
06/07/2001 - 08/02/2006
UNITED CAPITAL MARKETS, INC. (KEY BISCAYNE FL)
IA
Issued 12/23/2019
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/04/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/14/2018
Series 4 - Registered Options Principal Examination
BC
Issued 05/27/2010
Series 30 - NFA Branch Manager Examination
BC
Issued 09/30/2008
Series 53 - Municipal Securities Principal Examination
BC
Issued 03/29/2008
Series 24 - General Securities Principal Examination
BC
Issued 04/15/2002
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/16/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 02/23/2009
Series 3 - National Commodity Futures Examination
BC
Issued 01/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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