Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Moore Johnson is a financial advisor registered with Truist Advisory Services, Inc. Patrick has over 20 years of experience in the financial industry. Patrick provides financial planning, portfolio management for businesses and individuals, and publication of periodicals. Patrick is located in Roanoke, VA and works out of the Truist Advisory Services, Inc. branch office in Roanoke. Patrick has passed the Series 63, Series 66, and Series 7 exams. Patrick is also registered as an investment advisor representative (IAR) in Virginia.
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
09/30/2022 - Present
Truist Advisory Services, Inc. (ROANOKE VA)
VA
09/10/2007 - 08/25/2022
WELLS FARGO CLEARING SERVICES, LLC (ROANOKE VA)
VA
10/01/2000 - 12/31/2005
WACHOVIA SECURITIES, LLC (ROANOKE VA)
NC
09/30/1999 - 10/01/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 10/12/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/25/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/29/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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