Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Freeland is an investment advisor representative with Hilltop Securities Inc. Patrick is a registered representative with Hilltop Securities Inc. and Momentum Independent Network Inc. Patrick's professional experience includes a background in financial services beginning with CUNA Brokerage Services, Inc. Patrick has held positions at a number of firms, including Blinder, Robinson & Co., Inc., Pasadena Fund Services, Inc., TD Ameritrade, Inc., and Charles Schwab & Co., Inc. Patrick holds the Series 7 and Series 63 licenses and is a Chartered Financial Analyst.
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.
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.
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.
12b-1 fees
1
2
TX
05/06/2024 - Present
Hilltop Securities Inc. (DALLAS TX)
TX
09/01/2023 - 01/10/2024
CHARLES SCHWAB & CO., INC. (Westlake TX)
TX
05/04/2022 - 09/01/2023
TD AMERITRADE, INC. (Westlake TX)
NA
01/27/1993 - 07/21/1994
PASADENA FUND SERVICES, INC.
NA
06/14/1991 - 06/19/1992
CUNA BROKERAGE SERVICES, INC.
NA
02/27/1990 - 06/20/1990
BLINDER, ROBINSON & CO., INC.
BC
Issued 08/31/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/24/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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