Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Culhane is a financial advisor with Truist Advisory Services, Inc.. Patrick has been in the industry since 2015 and holds the following licenses: Series 7, Series 6, Series 63, Series 65 and SIE. Patrick specializes in providing financial planning, portfolio management, and publication of periodicals. Previously, Patrick has worked with BB&T Securities, LLC, BB&T Investment Services, Inc. and SunTrust Investment Services, Inc. Patrick is registered to provide investment advice in 44 states.
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.
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.
Wrap fee product and financial profiling services using desktop software
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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2
FL
02/02/2024 - Present
Truist Advisory Services, Inc. (MELBOURNE FL)
FL
01/02/2018 - 01/04/2019
BB&T SECURITIES, LLC (MELBOURNE FL)
FL
03/31/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (MELBOURNE FL)
FL
09/22/2015 - 03/23/2017
SUNTRUST INVESTMENT SERVICES, INC. (COCOA BEACH FL)
IA
Issued 10/11/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/07/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/18/2017
Series 7 - General Securities Representative Examination
BC
Issued 09/22/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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