Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Chan is a financial advisor who has been in the industry since January 9, 2015. Patrick is currently registered with B. Riley Wealth Advisors, Inc. in California. Patrick has been registered with B. Riley Wealth Advisors, Inc. since August 5, 2021. Patrick has held previous positions with several firms, including National Securities Corporation, Hold Brothers Capital LLC and T3 Trading Group, LLC. Patrick has a strong background in the financial services industry and is committed to providing clients with personalized investment advice. Patrick is passionate about helping clients achieve their financial goals and is committed to providing them with the highest level of service.
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.
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.
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2
CA
08/05/2021 - Present
B. Riley Wealth Advisors, Inc. (Los Angeles CA)
CA
06/02/2021 - 07/22/2022
NATIONAL SECURITIES CORPORATION (PASADENA CA)
NY
06/28/2018 - 06/01/2021
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
NY
06/09/2015 - 08/08/2016
HOLD BROTHERS CAPITAL LLC (NEW YORK NY)
NY
07/07/2014 - 05/29/2015
T3 TRADING GROUP, LLC (NEW YORK NY)
NY
09/13/2013 - 06/30/2014
T3 TRADING GROUP, LLC (NEW YORK NY)
AZ
01/30/2013 - 09/06/2013
ECHOTRADE LLC (PHOENIX AZ)
BOTH
Issued 08/04/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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