Years of Experience
5-20+ Years
North Bethesda, MD
20 Years Experience
2 Disclosures
ADVISOR BIO
Patrick Dauer is an Investment Advisor Representative with Pruco Securities, LLC. Patrick has been in the financial services industry for over 18 years and is licensed to operate in multiple states, including Virginia, Florida, and Washington. Patrick's areas of expertise include individual and corporate investments, retirement planning, and insurance. In addition to his role with Pruco Securities, LLC, Patrick is also a dog breeder and operator of a dog breeding business.
SPECIALIZATIONS
HUNT VALLEY, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Hurdle is a financial professional with experience in both insurance and investment services. Patrick is currently registered with MML Investors Services, LLC and is licensed in Maryland and Texas. Patrick has worked with a variety of clients, including individuals, businesses, and institutions. Patrick offers financial planning, portfolio management, and pension consulting services.
SPECIALIZATIONS
New Market, MD
16 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Ryan Ferguson is a financial advisor with over 13 years of experience in the financial services industry. Patrick is currently registered with Intentional, LLC, a firm that specializes in providing financial planning, portfolio management, and other advisory services to individuals and families. Prior to joining Intentional, LLC, Patrick was a financial advisor with Commonwealth Financial Network and LPL Financial. Patrick has a strong track record of helping clients achieve their financial goals and is dedicated to providing personalized service.
SPECIALIZATIONS
GAITHERSBURG, MD
31 Years Experience
1 Disclosures
ADVISOR BIO
Patrick Haney is a financial advisor with LPL Financial LLC. Patrick is registered with the state of Maryland and has been in the industry since 1993. Patrick's previous experience includes working with MML Investors Services, LLC, NFP Securities, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, The Advisors Group, Inc., W. S. Griffith & Co., Inc., Princor Financial Services Corporation, and Manequity, Inc. Patrick has earned the following designations: Chartered Financial Consultant.
SPECIALIZATIONS
WESTMINSTER, MD
1 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Gilligan is a financial advisor at Janney Montgomery Scott LLC. Patrick has been in the industry since May 2024 and holds the Series 66, Series 7TO, and SIE exams. Patrick specializes in financial planning and investment management for individuals and businesses.
SPECIALIZATIONS
Chester, MD
10 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Joseph Perry is a financial advisor with Cambridge Investment Research Advisors, Inc. Patrick has been in the financial services industry since July 26, 2014. Patrick is registered with FINRA as a Registered Representative and is also a licensed Investment Advisor Representative in Delaware, Florida, Maryland, Massachusetts, Pennsylvania, and Virginia. Patrick is Series 6 and Series 63 licensed and holds the SIE and Series 65 licenses. Patrick also has a Series 6 license. Patrick specializes in providing financial planning, portfolio management, and educational seminars to individuals and families. Patrick is also a licensed insurance agent and a drummer in a band.
SPECIALIZATIONS
ROCKVILLE, MD
39 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Garbinsky is a financial advisor who has been in the industry since 1986. Patrick is currently registered with Grove Point Advisors, LLC and has been a part of their team since 2021. Patrick is a Certified Financial Planner and has a Series 63, Series 7, and SIE. Patrick also has experience with insurance sales and has been involved with PMG WEALTH STRATEGIES, LLC since 1985. Patrick is registered with the state of Pennsylvania and Texas.
SPECIALIZATIONS
Hunt Valley, MD
8 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Michael Chairs is a financial advisor with LPL Enterprise, LLC. Patrick is a registered representative and investment advisor representative in Maryland and has been in the industry since April 2017. Patrick has experience in the financial services industry, previously working with Equity Services, Inc. Patrick's areas of expertise include financial planning, portfolio management for individuals and businesses, and educational seminars.
SPECIALIZATIONS
NORTH BETHESDA, MD
0 Disclosures
ADVISOR BIO
Patrick Ortman is a financial advisor with Ortman Financial Planning. Patrick has been in the industry since August of 2014 and is a Certified Financial Planner. Patrick is registered with the state of Florida, Maryland, Texas, Virginia, and the District of Columbia. Patrick provides financial planning, portfolio management for businesses and individuals, and educational seminars. Patrick serves individuals other than high-net-worth individuals, high-net-worth individuals, and charitable organizations.
SPECIALIZATIONS
HUNT VALLEY, MD
11 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Conor McMullen is a financial advisor with Osaic FA, Inc., based in HUNT VALLEY, MD. Patrick has been working in the financial services industry since April 2014. Patrick is registered with the following states: Florida, Louisiana, Maryland, New Jersey, New York, North Carolina, Pennsylvania, Texas, Virginia, and West Virginia. Patrick holds the Series 66, Series 7, and SIE exams.
SPECIALIZATIONS
