Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Simmons is a financial advisor with W&S Brokerage Services, Inc. located in Hickory, NC. Patrick has been in the industry since 2012. Patrick is registered with FINRA and holds Series 6, 26, and 63 licenses. Patrick's specializations include investment company products and variable contracts.
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.
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.
A percentage of the total value of assets under management is charged.
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NC
08/19/2016 - Present
W&S Brokerage Services, Inc. (HICKORY NC)
NC
08/31/2015 - 01/14/2016
SAGEPOINT FINANCIAL, INC. (CHARLOTTE NC)
AZ
03/23/2001 - 12/31/2004
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
BC
Issued 10/25/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/12/2018
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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