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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 Rankin Chitwood is a financial advisor with over 40 years of experience in the financial services industry. Patrick is currently registered with Arkadios Wealth Advisors and holds a Series 7, 6, 63, 24 and 8 license. Patrick was previously employed by Triad Advisors LLC, Arkadios Capital and Proequities Inc. Patrick has a designation as a Chartered Financial Consultant. Patrick's experience includes providing wealth management and financial planning advice to individuals, high-net-worth individuals, corporations and families.
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.
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.
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2
NC
10/02/2024 - Present
Arkadios Wealth Advisors (Asheville NC)
NC
11/30/2021 - 08/23/2024
TRIAD ADVISORS LLC (Asheville NC)
GA
02/16/2017 - 11/30/2021
ARKADIOS CAPITAL (Atlanta GA)
GA
09/20/2011 - 03/07/2017
TRIAD ADVISORS, INC. (ATLANTA GA)
AL
03/31/2008 - 10/19/2011
PROEQUITIES, INC. (BIRMINGHAM AL)
AL
11/03/2003 - 03/28/2008
TRIAD ADVISORS, INC. (BIRMINGHAM AL)
AZ
11/19/1989 - 11/04/2003
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
06/13/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
11/13/1985 - 07/01/1988
THE ROBINSON-HUMPHREY COMPANY INC.
NA
11/20/1981 - 12/03/1985
SHEARSON LEHMAN BROTHERS INC.
NA
01/11/1983 - 11/29/1985
WHEAT, FIRST SECURITIES, INC.
NA
08/27/1982 - 11/08/1982
ROBINSON-HUMPHREY/AMERICAN EXPRESS INC.
NA
01/31/1980 - 11/06/1981
PAINE, WEBBER, JACKSON & CURTIS INC.
NA
09/19/1979 - 01/31/1980
PAINE, WEBBER, JACKSON & CURTIS INCORPORATED
BC
Issued 01/24/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/01/2006
Series 24 - General Securities Principal Examination
BC
Issued 02/25/1983
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 01/02/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/15/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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