Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Calhan is a financial advisor at LPL Financial LLC with over 20 years of experience in the financial services industry. Patrick has been registered with the Securities and Exchange Commission (SEC) since 2000 and holds multiple securities licenses including Series 6, 63, 26 and 65. Patrick is also a Certified Financial Educator. Prior to joining LPL Financial LLC, Patrick was a financial advisor at WORLD GROUP SECURITIES, INC. and WMA SECURITIES, INC. Patrick is currently licensed in several states, including Illinois, Texas, Florida, Georgia, Louisiana, Ohio, Tennessee, Utah and Wisconsin. Patrick specializes in providing financial advice to individuals, families, and businesses. Patrick's areas of expertise include retirement planning, college savings, estate planning, and insurance. Patrick is committed to helping clients achieve their financial goals and objectives.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
09/30/2024 - Present
LPL Financial LLC (RIVERWOODS IL)
IL
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OAKBROOK TERRACE IL)
GA
12/13/2000 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
IA
Issued 06/06/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/18/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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