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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Willis Ward is a financial advisor with over 18 years of experience in the industry. Patrick has a strong track record of success in providing financial planning, investment management, and other advisory services to individuals, families, and businesses. He is currently registered with LPL Financial LLC, and previously worked at Money Concepts Capital Corp and Resource Horizons Group LLC. Patrick holds a Series 63, Series 65, and Series 6 licenses, as well as the SIE designation. He is a member of FINRA, the Securities Industry Essentials Examination, and the Investment Company Products/Variable Contracts Representative Examination. Patrick is dedicated to helping clients achieve their financial goals and is committed to providing them with the highest level of service and expertise.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
OH
08/20/2024 - Present
LPL Financial LLC (CINCINNATI OH)
OH
08/29/2013 - 08/19/2024
MONEY CONCEPTS CAPITAL CORP (CINCINNATI OH)
OH
04/11/2006 - 08/29/2013
RESOURCE HORIZONS GROUP LLC (CINCINNATI OH)
IA
Issued 05/07/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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