Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick S. Latimer is a financial advisor with LPL Financial LLC. Patrick has been in the financial services industry since 2009 and has held positions with Equity Services, Inc. and MML Investors Services, LLC. Patrick is registered with FINRA and holds the Series 6, Series 63 and Series 65 licenses. Patrick also holds the SIE exam. Patrick is an Investment Advisor Representative and is registered with the state of Utah. Patrick's firm is LPL Financial LLC, which has offices in Fort Mill, SC.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
UT
05/07/2020 - Present
LPL Financial LLC (COTTONWOOD HEIGHTS UT)
UT
02/04/2010 - 07/31/2019
MML INVESTORS SERVICES, LLC (SALT LAKE CITY UT)
UT
09/10/2009 - 11/25/2009
EQUITY SERVICES, INC. (SALT LAKE CITY UT)
IA
Issued 05/04/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/01/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2009
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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