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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 Winston Lillis is an investment advisor representative with Global Retirement Partners LLC. Patrick has been working in the financial industry for over 19 years and has experience in providing investment advisory services to individuals, corporations, pension and profit-sharing plans, and charitable organizations. Patrick is registered with the state of Kansas and Missouri and is licensed to sell securities and provide investment advice in both states.
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.
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2
KS
11/05/2019 - Present
Global Retirement Partners LLC (Leawood KS)
MO
10/22/2019 - 08/01/2023
LPL FINANCIAL LLC (KANSAS CITY MO)
KS
03/10/2004 - 10/22/2019
PRINCIPAL SECURITIES, INC. (OVERLAND PARK KS)
IA
10/03/2007 - 09/26/2008
PRINCIPAL FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
MO
11/20/1995 - 02/12/1999
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
IA
Issued 12/30/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/08/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 12/01/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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