Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Norton is a financial advisor with over 7 years of experience in the industry. Patrick is currently registered with TLG Advisors, Inc. and is licensed to provide investment advice in California. Prior to joining TLG Advisors, Inc., Patrick was a financial advisor at M HOLDINGS SECURITIES, INC. in Santa Monica, California. Patrick holds the Series 66, Series 7, and SIE licenses. Patrick specializes in working with individual investors, corporations, and pension plans. In addition to his role at TLG Advisors, Inc., Patrick is also a partner at Gideon Strategic, a business consulting firm in Los Angeles, California.
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.
Placement of institutional funds
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.
1
2
CO
09/10/2021 - Present
TLG Advisors, Inc. (LITTLETON CO)
CA
06/29/2017 - 07/19/2021
M HOLDINGS SECURITIES, INC. (Santa Monica CA)
BOTH
Issued 02/16/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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