Unclaimed
Patrick Sokol is a registered investment advisor representative with Fairway Investment Group, LLC. Patrick has been in the financial services industry since February 2016 and is licensed to provide investment advice in Michigan, Florida, North Carolina and Ohio. Patrick's current registration with the Securities and Exchange Commission is active. Patrick holds the Series 6, Series 63, Series 7TO, and Series 65 licenses. Patrick is a Registered Representative of and offers securities through LPL Financial, LLC, member FINRA/SIPC.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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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2
MI
01/09/2017 - Present
Fairway Investment Group, LLC (Byron Center MI)
IA
Issued 01/09/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/26/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/18/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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