Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Raymond Calkins is an active investment advisor representative with RBC Capital Markets, LLC. Patrick has been in the industry since 1988. Patrick is registered with the state of Illinois, New York and Texas. Patrick's previous employments include DAIN RAUSCHER INCORPORATED, EVEREN SECURITIES, INC., BLUNT ELLIS & LOEWI INCORPORATED and THE STUART-JAMES COMPANY, INCORPORATED. Patrick is a Series 7, Series 63 and Series 65 licensed professional. Patrick has been employed with RBC Capital Markets, LLC since 2008. Patrick specializes in offering financial planning, pension consulting and educational seminars.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
IL
08/11/2016 - Present
RBC Capital Markets, LLC (OAKBROOK TERRACE IL)
NA
01/27/1995 - 03/02/1998
DAIN RAUSCHER INCORPORATED
MO
09/04/1990 - 01/12/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
01/09/1989 - 09/04/1990
BLUNT ELLIS & LOEWI INCORPORATED
NA
06/21/1988 - 12/19/1988
THE STUART-JAMES COMPANY, INCORPORATED
IA
Issued 06/27/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/17/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/18/1988
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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