Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan Self is a registered representative with Strategic Blueprint, LLC, a registered investment advisor headquartered in Atlanta, Georgia. Patrick is licensed to provide investment advice in California, Georgia and Texas. Patrick has been in the financial industry since January 24, 2022. Patrick has a strong background in advisory services and works primarily with high-net-worth individuals, corporations and other businesses, charitable organizations, and pension and profit sharing plans. Patrick's services include financial planning, educational seminars, pension consulting, family office services, and portfolio management. Strategic Blueprint, LLC offers a variety of compensation arrangements including fixed fees, hourly charges, subscription fees, and percentage of assets.
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.
Personalized portfolio management to meet individual financial objectives.
Family office 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.
Family office fees, endorsements
1
2
GA
01/02/2024 - Present
Strategic Blueprint, LLC (NORCROSS GA)
BOTH
Issued 03/04/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/25/2022
Series 7TO - General Securities Representative Examination
BC
Issued 07/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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