Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Conklin is a financial advisor with over 10 years of experience in the industry. Patrick is a Certified Financial Planner™ professional and holds the Series 6, 7, and 63 securities licenses as well as the Series 65 investment advisor license. Patrick works with individuals, families, trusts, and businesses providing comprehensive financial planning and investment management services. Patrick is also a licensed insurance agent. Patrick is currently employed by Hohimer Wealth Management, LLC, a Registered Investment Advisor headquartered in Seattle, Washington.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
WA
04/17/2019 - Present
Hohimer Wealth Management, LLC (SEATTLE WA)
WA
03/10/2016 - 04/24/2019
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
OH
06/17/2013 - 03/07/2016
PRUCO SECURITIES, LLC. (CINCINNATI OH)
IA
Issued 03/19/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2015
Series 7 - General Securities Representative Examination
BC
Issued 06/15/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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