Unclaimed
Patrick Ryan Sharr is a registered investment advisor with Vanguard Marketing Corp. based in Charlotte, NC. He has been in the industry since July 31, 2012. Patrick Sharr has passed the Series 63, Series 7 and Series 65 exams. Patrick Sharr holds licenses in North Carolina and Pennsylvania.
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.
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.
1
2
NC
08/01/2012 - Present
Vanguard Marketing Corp. (CHARLOTTE NC)
IA
Issued 03/13/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/09/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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