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 Wales is an investment advisor representative who is registered with Truist Advisory Services, Inc. Patrick is also registered with the state of Virginia and Louisiana as an Investment Advisor Representative. Patrick has been in the industry since 2015. Patrick is also a registered representative with Truist Investment Services, Inc.
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.
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.
Wrap fee product and financial profiling services using desktop software
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.
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VA
02/17/2021 - Present
Truist Advisory Services, Inc. (DANVILLE VA)
VA
11/23/2015 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
BOTH
Issued 12/23/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/23/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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