Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Salimi is an Investment Advisor Representative with Protection Point Advisors, registered with the state of California. Patrick has been working in the financial industry for over 17 years and holds a Series 65 license. Patrick Salimi provides financial planning and portfolio management services to individuals and families. Patrick Salimi is also the President of Retireminting, Inc., a consulting firm for investment and legal firms.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Selection of other advisers fees
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CA
01/01/2025 - Present
Protection Point Advisors (ROSEVILLE CA)
IA
Issued 07/30/2019
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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