Frank PatrickCRD Number: 4544691
Current Firm: Wunderlich Securities, Inc.
Frank Patrick (CRD# 4544691) is an Investment Advisor Representative working at Wunderlich Securities, Inc. in Plymouth, MI and has over 14 years of experience in the finance industry.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
|Wunderlich Securities, Inc.||Memphis, TN||Mar 2015 - Current||1|
|Ameriprise Financial Services, Inc.||Livonia, MI||Oct 2009 - Mar 2015||5|
|H&r Block Financial Advisors||Livonia, MI||Mar 2008 - Mar 2015||7|
|Ubs Painewebber Inc.||Farmington Hills, MI||Jun 2002 - Mar 2008||5|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2002|
Total Assets Under Management1,489MILLIONS
Total Number of Accounts4,309ACCOUNTS
Average Account Value$345,582
- 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
- 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV