Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hancock is a financial advisor at Raymond James Financial Services Advisors, Inc. Patrick has been in the financial services industry since May 2015. Patrick's current registrations include Kentucky and Texas. Patrick is also registered in 23 other states. Patrick has been affiliated with Raymond James Financial Services Advisors, Inc. since August 2024. Prior to that, Patrick was affiliated with Raymond James & Associates, Inc. and LPL Financial LLC. Patrick has a Series 66, Series 7 and SIE. Patrick has been involved in the community and has been involved with several organizations including the University of Louisville, Bearnos 502, Check's Cafe, Clearpath Financial LLC, Louisville Sports Properties, LLC, and The Walt Disney 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KY
08/26/2024 - Present
Raymond James Financial Services Advisors, Inc. (Louisville KY)
KY
05/26/2016 - 08/26/2024
RAYMOND JAMES & ASSOCIATES, INC. (LOUSVILLE KY)
KY
05/12/2015 - 05/12/2016
LPL FINANCIAL LLC (LOUISVILLE KY)
BOTH
Issued 08/21/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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