Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Grooms is a financial advisor with Westwind Capital. Patrick has been in the financial industry since November 2009. Patrick is registered in New Mexico and Texas and holds the Series 66, Series 7 and SIE licenses. Patrick is also a Certified Financial Planner. Westwind Capital is a registered investment advisor with a focus on individual, business, and pooled investment vehicle portfolio management.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
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.
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NM
11/19/2021 - Present
Westwind Capital (LAS CRUCES NM)
NM
01/03/2013 - 08/30/2016
U.S. BANCORP INVESTMENTS, INC. (CLOVIS NM)
NM
11/16/2009 - 01/04/2013
EDWARD JONES (LAS CRUCES NM)
BOTH
Issued 11/25/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/30/2016
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
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