Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Gardner is a registered investment advisor representative with Key Investment Services LLC. Patrick has been in the securities industry since 2011. Patrick is registered with the state of New York and holds Series 6, 7, 63, and 65 licenses. Patrick specializes in portfolio management for individuals and selection of other advisors. Patrick’s firm, Key Investment Services LLC, has offices in Hamburg, NY and Brooklyn, OH. Key Investment Services LLC manages approximately $4.19 billion in assets.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
03/26/2021 - Present
KEY Investment Services LLC (Hamburg NY)
IA
Issued 06/24/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/15/2013
Series 7 - General Securities Representative Examination
BC
Issued 11/09/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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