Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dorsey is an investment advisor representative registered with State Farm VP Management Corp. Patrick has been in the industry since 2018. Patrick holds the Series 63, Series 6TO, Series 7TO, SIE, and Series 7 licenses. Patrick was previously registered with CHARLES SCHWAB & CO., INC. in Austin, TX. Patrick is currently licensed in Texas.
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.
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.
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TX
01/02/2024 - Present
State Farm VP Management Corp. (RICHARDSON TX)
TX
07/02/2018 - 10/21/2021
CHARLES SCHWAB & CO., INC. (Austin TX)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/03/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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