Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Traverse is a financial professional with over 10 years of experience in the industry. Patrick is currently registered with Belpointe Asset Management LLC and has been with the firm since March of 2017. Prior to Belpointe, Patrick was a registered representative with Money Concepts Capital Corp from 2015 to 2017 and Signator Investors, Inc. from 2012 to 2013. Patrick holds a Series 6, 7, 63 and 65 license and is also a Certified Financial Planner. Patrick is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
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
SC
03/27/2017 - Present
Belpointe Asset Management LLC (MOUNT PLEASANT SC)
SC
01/05/2015 - 03/23/2017
MONEY CONCEPTS CAPITAL CORP (Mount Pleasant SC)
MA
07/06/2012 - 07/09/2013
SIGNATOR INVESTORS, INC. (WESTBOROUGH MA)
IA
Issued 10/01/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2013
Series 7 - General Securities Representative Examination
BC
Issued 07/05/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
Not sure Patrick Traverse is the right advisor for you? Invested Better is here to help.
