Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tracy Dodds is a financial advisor with Money Concepts Capital Corp. Patrick has been in the industry for over 10 years. He has a Series 7 and Series 66 license and has been registered with the state of Ohio since 2019. Patrick offers financial planning and portfolio management for individuals and businesses. Patrick is a member of the Education Committee of a non-profit organization.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
General consulting 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.
A percentage of the total value of assets under management is charged.
Solicitor fee
1
2
FL
01/22/2019 - Present
Money Concepts Capital Corp. (PALM BEACH GARDENS FL)
BC
Issued 01/19/2019
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2019
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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