Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Smith is a financial advisor with Edward Jones. Patrick has been in the financial industry since 2018 and has a wide range of experience in both investment advisory and brokerage services. Patrick holds a Series 6, 7TO, 63, and 66 license. He is also a Certified Financial Planner. In addition to serving individual clients, Patrick specializes in working with businesses, partnerships, trusts, and retirement plans. Patrick is dedicated to providing clients with personalized financial advice and helping them achieve 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.
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.
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.
See schedule d - miscellaneous
1
2
WA
01/19/2021 - Present
Edward Jones (GIG HARBOR WA)
WA
08/19/2020 - 12/17/2020
EQUITABLE ADVISORS, LLC (BELLEVUE WA)
MN
09/03/1997 - 04/23/1998
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
05/16/1996 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
BOTH
Issued 09/11/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/19/2020
Series 7TO - General Securities Representative Examination
BC
Issued 07/08/2020
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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