Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Grace has been a registered representative in the securities industry since December 26, 1986. Patrick has a background working with Prudential Insurance Company of America and Pruco Securities, LLC. Patrick is currently registered with LPL Enterprise, LLC. Patrick has a Series 63 and Series 65 license, as well as a Series 7 and SIE license. Patrick is licensed in several states, including Florida, Georgia, Illinois, Indiana, Missouri, North Carolina, and Texas. Patrick is a licensed Investment Advisor in Missouri and Texas. Patrick offers financial planning and portfolio management services to individuals and businesses. Patrick's clients have access to a variety of financial products and services, including consulting and other non-discretionary advisory 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
MO
11/14/2024 - Present
LPL Enterprise, LLC (ST LOUIS MO)
NA
12/26/1986 - 04/08/1987
BLINDER, ROBINSON & CO.,INC.
IA
Issued 12/30/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/22/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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