Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Revels is a financial advisor who has been in the industry since August 2000. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Nevada and Texas. Patrick has held previous positions with Fidelity Brokerage Services LLC, TD Ameritrade, Inc., Waddell & Reed, Inc., MetLife Securities Inc. and Metropolitan Life Insurance Company.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
NV
07/28/2016 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RENO NV)
NV
07/15/2013 - 05/31/2016
FIDELITY BROKERAGE SERVICES LLC (RENO NV)
WA
04/07/2005 - 07/09/2013
TD AMERITRADE, INC. (BELLEVUE WA)
KS
02/07/2003 - 04/11/2005
WADDELL & REED, INC. (OVERLAND PARK KS)
MA
01/14/2002 - 01/27/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
01/14/2002 - 01/27/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
12/09/1999 - 06/04/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 04/13/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/10/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/20/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/15/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 12/08/1999
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Revels is the right advisor for you? Invested Better is here to help.
