Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Peck is an Investment Advisor Representative with Goldstone Financial Group, LLC. Patrick has been in the industry since July 2014. Patrick has a Series 65 license. Patrick is licensed to sell insurance products, specifically life insurance and fixed annuities. Goldstone Financial Group, LLC is a registered investment advisor. Patrick has been with Goldstone Financial Group, LLC since July 2023. Goldstone Financial Group, LLC provides financial planning and portfolio management services to both individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
IL
02/22/2024 - Present
Goldstone Financial Group, LLC (OAKBROOK TERRACE IL)
IA
Issued 02/17/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
Not sure Patrick Peck is the right advisor for you? Invested Better is here to help.
