Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Patrick is a financial advisor with Thrivent Investment Management Inc. located in Rockledge, Florida. Robert has been working in the financial services industry since May 3, 1988. Robert is registered with FINRA and the state of Florida as a registered representative and investment advisor representative. Robert's professional experience includes previous roles at TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC, RAYMOND JAMES & ASSOCIATES, INC., BANC OF AMERICA INVESTMENT SERVICES, INC., BARNETT INVESTMENTS, INC., FIDELITY BROKERAGE SERVICES, INC., A. G. EDWARDS & SONS, INC., WOOD LOGAN ASSOCIATES, INC. and ISFA CORPORATION. Robert holds Series 7, 8, 24, 63, and 65 licenses.
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.
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
FL
01/20/2023 - Present
Thrivent Investment Management Inc. (Rockledge FL)
FL
01/28/2016 - 04/02/2019
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (TAMPA FL)
FL
07/14/2005 - 04/06/2015
RAYMOND JAMES & ASSOCIATES, INC. (TRINITY FL)
MA
04/01/1998 - 03/10/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
FL
11/22/1996 - 04/01/1998
BARNETT INVESTMENTS, INC. (JACKSONVILLE FL)
RI
03/11/1992 - 10/10/1996
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
MO
12/03/1990 - 02/24/1992
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
CT
10/24/1990 - 12/08/1990
WOOD LOGAN ASSOCIATES, INC. (STAMFORD CT)
MO
06/29/1987 - 06/27/1990
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NA
06/20/1984 - 07/09/1987
ISFA CORPORATION
IA
Issued 12/07/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/19/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/26/1998
Series 24 - General Securities Principal Examination
BC
Issued 06/26/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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