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Patrick Richard Sokol

Fairway Investment Group, LLC

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About Patrick Richard Sokol

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.

Firm Information

Patrick Sokol is currently registered with Fairway Investment Group, LLC. Fairway Investment Group, LLC is an investment advisor with 24 licensed agents and 23 investment advisor representatives. They manage approximately $51 million in assets for 523 individual clients. They offer educational seminars and portfolio management for individuals.

$51.00M

Assets Under Management

Not reported

Total Clients

22

Total Financial Advisors

Services Offered

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.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patrick Sokol’s Registration & Firm History

MI

01/09/2017 - Present

Fairway Investment Group, LLC (Byron Center MI)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Richard Sokol.
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