Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fulton is a registered representative with Raymond James Financial Services Advisors, Inc. Patrick has been in the industry since November 2009 and has a Series 7, Series 10, Series 9, and Series 66 license. Patrick is registered in 26 states and has worked with a variety of clients including high net worth individuals, corporations, insurance companies, and pension and profit-sharing plans. Patrick is a highly experienced advisor with a strong track record of providing financial advice and investment management 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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
KS
06/11/2020 - Present
Raymond James Financial Services Advisors, Inc. (Hutchinson KS)
KS
11/16/2009 - 06/12/2020
EDWARD JONES (LYONS KS)
BOTH
Issued 11/27/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/01/2021
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 12/21/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/13/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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