Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Johnson is a financial advisor at First Horizon Advisors, Inc. Patrick has been in the financial services industry since 2005. He holds the Series 66, Series 7, Series 24 and SIE licenses and is a Certified Financial Planner. Patrick works with a variety of clients, including individuals, corporations, trusts, estates, and charitable organizations. Patrick specializes in financial planning, portfolio management, and retirement planning. He is also a licensed insurance agent and can provide insurance products to clients. Patrick’s commitment is to help you achieve your financial goals.
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.
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.
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2
TN
12/23/2014 - Present
First Horizon Advisors, Inc. (KNOXVILLE TN)
TN
06/29/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (JOHNSON CITY TN)
BOTH
Issued 07/13/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/13/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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