Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Kent Patrick is a financial advisor with over 30 years of experience in the industry. Timothy currently works at U.S. Bancorp Investments, Inc. Previously, Timothy was a Registered Representative with Wachovia Capital Markets, LLC, Banc of America Securities LLC, Goldman, Sachs & Co., and Bear, Stearns & Co. Inc. Timothy's specializations include investment banking, financial planning, portfolio management, and publication of periodicals. Timothy is a licensed Series 7, 16, 24, 63, 79 and SIE licensed professional. Timothy is registered in North Carolina.
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.
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.
A percentage of the total value of assets under management is charged.
12b-1,networking&shareholder serv,product partner arrangements
1
2
NC
04/26/2010 - Present
U.s. Bancorp Investments, Inc. (Charlotte NC)
NC
05/26/2005 - 11/16/2007
WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)
NY
11/28/1994 - 05/25/2005
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
08/31/1992 - 01/28/1994
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
11/25/1987 - 08/20/1992
BEAR, STEARNS & CO. INC. (NEW YORK NY)
BC
Issued 06/16/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/30/1997
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 16 - NYSE Supervisory Analyst Examination
BC
Issued 11/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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