Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Black is a financial advisor with Cary Street Partners. Patrick has been in the industry since 2014 and holds a Series 7, 63, 24 and 9 license. Patrick has experience with Davenport & Company LLC, AXA Advisors, LLC and Harris Williams. Patrick specializes in providing financial advice to clients in Richmond, VA.
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.
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.
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2
VA
02/08/2021 - Present
Cary Street Partners (RICHMOND VA)
VA
05/22/2018 - 02/13/2021
HARRIS WILLIAMS (RICHMOND VA)
VA
10/27/2015 - 05/14/2018
DAVENPORT & COMPANY LLC (RICHMOND VA)
VA
07/30/2014 - 10/27/2015
AXA ADVISORS, LLC (RICHMOND VA)
IA
Issued 03/03/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2014
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/21/2018
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/12/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2014
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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