Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Stevenson Gaines is a financial advisor who has been in the industry since 1996. He is currently registered with Great Valley Advisor Group, Inc. and LPL Financial LLC. Gaines has a wide range of experience and expertise, including investment advisory services, financial planning, and educational seminars. Gaines is committed to providing his clients with personalized financial advice and guidance to help them achieve their 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.
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 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.
A percentage of the total value of assets under management is charged.
1
2
FL
03/09/2022 - Present
Great Valley Advisor Group, Inc. (Boca Raton FL)
FL
03/17/2008 - 03/31/2011
NFP ADVISOR SERVICES (BOCA RATON FL)
FL
05/13/2002 - 04/02/2008
JEFFERSON PILOT SECURITIES CORPORATION (BOCA RATON FL)
MA
12/22/2000 - 06/10/2002
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
12/22/2000 - 06/10/2002
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IN
10/01/1997 - 01/05/2001
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
IN
01/01/1997 - 10/01/1997
JEFFERSON-PILOT INVESTOR SERVICES, INC. (FORT WAYNE IN)
BOTH
Issued 09/15/2006
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/28/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/04/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/04/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/27/2000
Series 7 - General Securities Representative Examination
BC
Issued 12/24/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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