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 Smedley is a financial advisor with Florida Financial Advisors, LLC. Patrick is registered with the state of Virginia as an Investment Advisor Representative and also registered with the state of Florida as an Investment Advisor Representative. Patrick is also registered with the state of Virginia as a Broker-Dealer. Patrick has been in the industry since July of 2023. Patrick has passed the SIE, Series 65 and Series 63 examinations and Series 6TO. Patrick holds a Bachelor of Arts degree in Business Administration from the University of Mary Washington and has worked in various industries prior to working as a financial advisor. Patrick's firm offers financial planning, portfolio management for individuals and businesses, pension consulting, selection of other advisors and educational seminars. Patrick has experience working with high net worth individuals and other individuals and has approximately $199,000,000 under management.
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.
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.
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.
2% of net worth or assets for financial planning clients
1
2
VA
07/18/2023 - Present
Florida Financial Advisors, LLC (Vienna VA)
BC
Issued 03/01/2024
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 06/22/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/18/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 05/24/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patrick Smedley is the right advisor for you? Invested Better is here to help.
