Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick T. Moore is an investment advisor representative registered with Mercer Global Advisors Inc. Patrick has been in the financial services industry for over 10 years. Patrick holds Series 63, Series 65 and Series 7 licenses, and has passed the SIE exam. Prior to joining Mercer Global Advisors Inc. Patrick worked for Arvest Wealth Management. Patrick has a strong background in financial planning, estate planning and portfolio management. Patrick provides investment advice to a wide range of clients, including individuals, businesses, and non-profit organizations. Patrick is committed to providing his clients with the highest quality of service and investment advice.
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.
Trust services, estate planning, tax return preparation, consultation
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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OK
05/06/2020 - Present
Mercer Global Advisors Inc. (Bartlesville OK)
OK
04/10/2012 - 03/09/2017
ARVEST WEALTH MANAGEMENT (BARTLESVILLE OK)
BC
Issued 07/18/2012
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 03/24/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/09/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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