Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Vance is a financial advisor registered with Truist Advisory Services, Inc. Patrick has been in the financial services industry since 2000. Patrick is a registered representative with Truist Advisory Services, Inc. and has been with the firm since 2021. Prior to that, Patrick was registered with BB&T Securities, LLC and BB&T Investment Services, Inc. Patrick holds Series 6, 7, 63, and 66 licenses as well as the SIE designation. Patrick’s specializations include investment advisory, financial planning, and portfolio management for individuals and businesses.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
KY
02/17/2021 - Present
Truist Advisory Services, Inc. (OWENSBORO KY)
VA
01/02/2018 - 02/17/2021
BB&T SECURITIES, LLC (RICHMOND VA)
KY
08/03/2015 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (OWENSBORO KY)
KY
03/15/2010 - 08/04/2015
ALLSTATE FINANCIAL SERVICES, LLC (CENTRAL CITY KY)
KY
02/07/2003 - 06/01/2009
U.S. BANCORP INVESTMENTS, INC. (DAWSON SPRINGS KY)
IL
04/19/2000 - 01/29/2003
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BOTH
Issued 05/10/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/25/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2005
Series 7 - General Securities Representative Examination
BC
Issued 04/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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