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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Noel Rush is a financial advisor with over 20 years of experience. Patrick is currently registered with Onedigital Investment Advisors LLC, a firm that provides financial advice to individuals, corporations, and institutions. Patrick specializes in a variety of areas, including financial planning, investment management, retirement planning, and college savings planning. He has a strong commitment to providing his clients with personalized service and tailored solutions that meet their unique needs. Patrick holds the Certified Financial Planner (CFP) designation and has a strong understanding of the financial markets. He is committed to helping his clients achieve their financial goals.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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NC
09/07/2023 - Present
Onedigital Investment Advisors (Greensboro NC)
NC
08/06/2012 - 05/23/2013
ROYAL ALLIANCE ASSOCIATES, INC. (GREENSBORO NC)
NC
04/08/2011 - 08/07/2012
COASTAL EQUITIES, INC. (GREENSBORO, NC)
NC
01/19/2007 - 04/07/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (GREENSBORO NC)
NC
09/17/2002 - 01/19/2007
FIRST TENNESSEE BROKERAGE, INC. (GREENSBORO NC)
IL
12/07/1998 - 09/19/2002
WORLD EQUITY GROUP, INC. (SCHAUMBURG IL)
IA
Issued 01/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/17/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/26/2004
Series 24 - General Securities Principal Examination
BC
Issued 12/01/1998
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1996
Series 3 - National Commodity Futures Examination
Active
Inactive
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