Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick M. Denman is a financial advisor at Avantax Advisory Services. Patrick has been in the industry since 2012 and is registered with the state of Pennsylvania. Patrick is also licensed to sell insurance in Pennsylvania. Patrick offers a range of services to individuals, including financial planning, portfolio management, and education seminars. In addition to his work at Avantax Advisory Services, Patrick also works as a tax preparer and an accountant. Patrick is committed to providing his clients with the best possible service and helping them reach their financial goals.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
Solicitor fees
1
2
PA
01/22/2014 - Present
Avantax Advisory Services (PEN ARGYL PA)
IA
Issued 01/20/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/07/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/27/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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