Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lucas Topor-madry is an investment advisor representative with Saturna Capital Corp. and has been working in the financial industry since December 2020. Patrick is licensed to provide investment advice in Washington. Patrick is currently registered with Saturna Brokerage Services.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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WA
04/04/2022 - Present
Saturna Capital Corp. (BELLINGHAM WA)
BOTH
Issued 09/25/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/11/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/11/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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