Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tierney Drum is a financial advisor at Saturna Capital Corp. He is a Certified Financial Planner and a Chartered Financial Analyst. Patrick has been in the financial industry since 2002. He is registered as a Registered Investment Advisor in Washington and has been with Saturna Capital Corp. since 2014. Previously, Patrick worked at UBS Financial Services Inc. and Morgan Stanley DW Inc. Patrick specializes in financial planning, portfolio management for individuals, investment companies, and pooled investment vehicles, and pension consulting. Patrick is also the sole member of Wafra Holdings LLC, which owns and operates rental properties.
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.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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
09/30/2022 - Present
Saturna Capital Corp. (BELLINGHAM WA)
WA
12/05/2007 - 10/08/2014
UBS FINANCIAL SERVICES INC. (SEATTLE WA)
NY
03/29/1996 - 11/15/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 01/03/2008
Series 66 - Uniform Combined State Law Examination
IA
Issued 08/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/04/2007
Series 7 - General Securities Representative Examination
BC
Issued 08/19/1996
Series 31 - Futures Managed Funds Examination
Active
Inactive
F
FINRA
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