Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Holmes is an investment advisor representative (IAR) with Portfolio Medics, LLC. Patrick has been in the financial industry for over 4 years and holds Series 66, SIE and Series 7TO licenses. In addition to his role as an IAR, Patrick is a licensed insurance agent with Seven Two Insurance. Patrick is committed to providing financial advice to his clients and helping them achieve their financial goals.
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.
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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NC
08/21/2020 - Present
Portfolio Medics, LLC (Davidson NC)
NC
06/19/2019 - 11/21/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Mint Hill NC)
BOTH
Issued 12/28/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/28/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
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