Patrick ChairsCRD Number: 6755488
Current Firm: Prudential Financial Planning Services
Patrick Chairs (CRD# 6755488) is an Investment Advisor Representative working at Prudential Financial Planning Services in Hunt Valley, MD and has over 3 years of experience in the finance industry.
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|The Prudential Insurance Company Of America||Hunt Valley, MD||Apr 2018 - Current||3|
|Pruco Securities LLC||Hunt Valley, MD||Apr 2018 - Current||3|
|Worthington Financial Partners||Timonium, MD||Nov 2016 - Apr 2018||1|
|Equity Services Inc.||Montpelier, VT||Feb 2016 - Apr 2018||2|
|Golftec North Bethesda||North Bethesda, MD||Jun 2015 - Oct 2016||1|
|Tpc Treviso Bay||Naples, FL||Oct 2014 - May 2015||< 1|
|Pine Lakes Country Club||Myrtle Beach, SC||Mar 2013 - Oct 2014||1|
|Oakley||Myrtle Beach, SC||Apr 2013 - Sep 2013||< 1|
|Coastal Carolina University Campus Rec||Conway, SC||Aug 2009 - Jun 2013||3|
|Coastal Carolina University||Conway, SC||Aug 2009 - May 2013||3|
|Kings Creek Country Club||Rehoboth Beach, DE||May 2012 - Aug 2012||< 1|
|The Woodlands Golf Course||Windsor Mill, MD||May 2010 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 2018|
|S65||NASAA Investment Advisors Law Examination||Nov 2018|
Total Assets Under Management11,236MILLIONS
Total Number of Accounts70,757ACCOUNTS
Average Account Value$158,796
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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