Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Jarrell is an investment advisor representative with Northwoods Financial Partners LLC. Patrick has over 2 years of experience in the financial services industry. Patrick holds Series 7, SIE, and 66 licenses. Patrick is also registered as an investment advisor representative in 52 states and the District of Columbia. Patrick specializes in providing financial planning and portfolio management services to individuals and businesses.
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.
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.
1
2
CA
10/24/2024 - Present
Northwoods Financial Partners LLC (EL SEGUNDO CA)
CA
10/02/2020 - 09/01/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
BOTH
Issued 11/30/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/02/2020
Series 7TO - General Securities Representative Examination
BC
Issued 03/04/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patrick Jarrell is the right advisor for you? Invested Better is here to help.
