Unclaimed
Patrick Liam Hoban is a registered Investment Advisor Representative with W&S Brokerage Services, Inc. based in Independence, Ohio. Patrick has been in the securities industry since January 7, 2021 and has a Series 63 and 65 license. Patrick is also registered in Colorado and Ohio. In addition to being an advisor, Patrick is also a full-time Sales Agent with Western & Southern Life in Independence, Ohio.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
OH
07/08/2024 - Present
W&S Brokerage Services, Inc. (INDEPENDENCE OH)
IA
Issued 07/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/22/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/08/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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