Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bindel is a financial advisor who has been in the industry since February 12, 2017. Patrick is registered with Raymond James & Associates, Inc. and is licensed to provide financial services in Georgia. Patrick has experience at SunTrust Investment Services, Inc. Patrick has passed the Uniform Combined State Law Examination (Series 66), General Securities Representative Examination (Series 7), and Securities Industry Essentials Examination (SIE). Patrick's professional experience includes roles at Sea Island Company, SunTrust Bank, and SunTrust Investment Services, Inc. Patrick is a financial professional with expertise in a variety of financial planning services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Please see note in schedule d - miscellaneous
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.
1
2
GA
09/26/2017 - Present
Raymond James & Associates, Inc. (Saint Simons Island GA)
GA
02/13/2017 - 09/28/2017
SUNTRUST INVESTMENT SERVICES, INC. (ST. SIMONS GA)
BOTH
Issued 03/24/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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