Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Seiler is a financial advisor with Raymond James & Associates, Inc. Patrick has been in the securities industry since 1996. Patrick is registered with both FINRA and the state of Pennsylvania. Patrick's firm, Raymond James & Associates, Inc., provides a wide range of financial services, including investment management, financial planning, and retirement planning. The firm serves a variety of clients, including high-net-worth individuals, families, businesses, and institutions.
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.
Please see note in schedule d - miscellaneous
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
PA
07/28/2011 - Present
Raymond James & Associates, Inc. (NEWTOWN PA)
PA
06/01/2009 - 07/29/2011
MORGAN STANLEY SMITH BARNEY (NEWTOWN PA)
PA
11/11/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEWTOWN PA)
NY
07/20/1998 - 11/16/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
02/01/1996 - 07/20/1998
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
10/18/1995 - 11/14/1995
L.C. WEGARD & CO., INC. (NEW YORK NY)
BC
Issued 10/23/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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