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. Quigley is a registered investment advisor representative with HD Money, Inc. in Sarasota, Florida. Patrick is a licensed insurance agent and specializes in financial planning, education seminars, and portfolio management for individuals. Patrick has been in the financial services industry since March 2020 and has previously worked at Sarasota Ford and Crunch Fitness. Patrick holds a Series 65 license, which is the Uniform Investment Adviser Law Examination.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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FL
09/26/2022 - Present
HD Money, Inc. (SARASOTA FL)
IA
Issued 01/03/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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