Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Flynn is an active advisor with over 20 years of experience in the financial services industry. Patrick holds multiple licenses and registrations including Series 63, 65, 7 and SIE exams. Patrick is registered with Eagle Strategies LLC and is headquartered in Ridgefield, Washington. Patrick previously worked with SECURITIES SERVICE NETWORK, INC. in Bellevue, Washington, HORNOR, TOWNSEND & KENT, INC. in Horsham, Pennsylvania, and WASHINGTON SQUARE SECURITIES, INC. in Windsor, Connecticut. Patrick has a long history of providing financial services to a wide range of clients including individuals, corporations and charitable organizations.
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.
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
WA
10/08/2021 - Present
Eagle Strategies LLC (RIDGEFIELD WA)
WA
07/20/2004 - 04/17/2012
SECURITIES SERVICE NETWORK, INC. (BELLEVUE WA)
PA
12/04/2001 - 07/26/2004
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CT
07/23/2001 - 11/26/2001
WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)
IA
Issued 01/02/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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