Unclaimed
Patrick Ryan Hargrove is a financial advisor with Raymond James Financial Services Advisors, Inc., located in Tuscaloosa, Alabama. Patrick has been in the financial industry since 2011. Patrick is a Certified Financial Planner™ professional. Patrick has a strong background in financial planning, portfolio management, and investment advisory services. Patrick is dedicated to helping clients reach their financial goals. Patrick is registered to provide investment advice in Alabama and Texas.
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
AL
09/20/2021 - Present
Raymond James Financial Services Advisors, Inc. (Tuscaloosa AL)
AL
02/13/2013 - 09/29/2021
RAYMOND JAMES & ASSOCIATES, INC. (TUSCALOOSA AL)
AL
11/16/2011 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (TUSCALOOSA AL)
AL
08/26/2011 - 09/13/2011
MORGAN KEEGAN & COMPANY, INC. (MONTGOMERY AL)
BOTH
Issued 04/20/2015
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/27/2011
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/24/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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