Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gilbert is an investment advisor representative with Harbour Investments, Inc. based in Battle Creek, Michigan. Patrick has been in the securities industry since 1987. Patrick's certifications include the Series 7, 6, and 63 licenses, as well as the SIE and Series 65 licenses. Patrick also has experience working as an independent insurance agent for Select Financial Group, LLC. Patrick has worked for various firms including Harbour Investments, Inc., INVEST FINANCIAL CORPORATION, PRESTWICK SECURITIES, INC., and INTERSECURITIES, INC. Patrick is registered to provide investment advisory services in 17 states and is currently registered with Harbour Investments, Inc. in Michigan.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MI
01/19/2016 - Present
Harbour Investments, Inc. (BATTLE CREEK MI)
MI
09/09/2005 - 11/09/2012
INVEST FINANCIAL CORPORATION (BATTLECREEK MI)
WI
04/15/2005 - 09/16/2005
HARBOUR INVESTMENTS, INC. (MADISON WI)
IL
06/25/2003 - 04/20/2005
PRESTWICK SECURITIES, INC. (SKOKIE IL)
FL
01/11/2000 - 06/20/2003
INTERSECURITIES, INC. (ST. PETERSBURG FL)
NY
07/27/1995 - 01/13/2000
NEW ENGLAND SECURITIES (NEW YORK NY)
NJ
07/17/1987 - 07/19/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 10/19/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/04/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/2015
Series 7 - General Securities Representative Examination
BC
Issued 07/16/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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