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 English is a financial advisor with over 25 years of experience in the industry. Patrick is currently registered with LPL Financial LLC and has been with the firm since 2021. Before joining LPL Financial LLC, Patrick worked for Voya Financial Advisors, Inc., Wells Fargo Advisors, LLC and Citigroup Global Markets Inc. Patrick specializes in providing financial planning, portfolio management, and other advisory services to individuals, businesses, and retirement plans.
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.
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2
MA
05/05/2021 - Present
LPL Financial LLC (LEOMINSTER MA)
MA
09/08/2016 - 05/03/2021
VOYA FINANCIAL ADVISORS, INC. (LEOMINSTER MA)
MA
01/09/2009 - 09/15/2016
WELLS FARGO ADVISORS, LLC (WORCESTER MA)
MA
02/21/2006 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (WORCESTER MA)
MD
04/14/1998 - 02/21/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
MN
09/17/1996 - 04/30/1998
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/17/1996 - 04/30/1998
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 04/07/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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