Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Simpkins is an Investment Advisor Representative at Arkadios Wealth Advisors. Patrick has been working in the financial industry since 1998 and has a wide range of experience in providing financial advice to individuals, families, and businesses. Patrick is also a Certified Financial Planner and holds the Series 6, 7, 63, and 65 securities licenses. Patrick is committed to providing his clients with personalized financial advice and services that meet their unique needs. Patrick is also an active member of the community and is involved in several charitable organizations.
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.
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
NC
03/04/2019 - Present
Arkadios Wealth Advisors (Raleigh NC)
NC
04/04/2011 - 03/04/2019
TRIAD ADVISORS LLC (RALEIGH NC)
NC
12/12/2007 - 04/05/2011
FINANCIAL NETWORK INVESTMENT CORPORATION (RALEIGH NC)
NC
01/03/2005 - 01/08/2008
SUNTRUST INVESTMENT SERVICES, INC. (CARY NC)
NC
09/24/2002 - 01/03/2005
NCF FINANCIAL SERVICES, INC. (DURHAM NC)
NY
08/25/1998 - 09/23/2002
AXA ADVISORS, LLC (NEW YORK NY)
NY
08/25/1998 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 06/08/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/19/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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