Unclaimed
Patrick Wayne Droke is a financial advisor associated with Edward Jones. Patrick has been in the financial services industry since January 2013. Patrick has a Series 6, 7, 63 and 65 license. Patrick has worked for Northwestern Mutual Investment Services, LLC, FTB Advisors, INC., Cetera Investment Services LLC, and Cadaret Grant & Co., INC.. Patrick's current employment is with Edward Jones. Patrick is registered with the states of Alabama, Florida, Georgia, Indiana, South Carolina, and Tennessee for securities and investment advisory services.
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.
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.
See schedule d - miscellaneous
1
2
TN
08/16/2024 - Present
Edward Jones (CHATTANOOGA TN)
TN
10/04/2021 - 08/19/2024
CADARET, GRANT & CO., INC. (Chattanooga TN)
TN
03/02/2017 - 10/01/2021
CETERA INVESTMENT SERVICES LLC (KNOXVILLE TN)
TN
01/02/2015 - 02/01/2016
FTB ADVISORS, INC. (CLEVELAND TN)
TN
01/01/2013 - 01/02/2014
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHATTANOOGA TN)
IA
Issued 04/28/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2015
Series 7 - General Securities Representative Examination
BC
Issued 12/28/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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