Patrick Hanratty
Cleveland, Ohio, 44112
Member Since 2004
I utilize my education, background and experience to provide objective, fee-based wealth management services. I believe the financial planning process is an excellent tool to educate my clients so they make informed financial decisions as they navigate the financial services landscape.
My Location
Background Information
Years of Financial Experience
- 20
Certifications and Designations
- CFA®
- CFP®
- PFS
Methods of Compensation
- Financial Planning: Asset-based fee, Fixed fee
- Investment Services: Asset-based fee, Fixed fee
Full Disclosure
- I practice full disclosure for credentials, ethics, business practices, compensation, potential conflicts of interests, and financial services.
Additional Business Practices
- I work with remote clients over the telephone and Internet
- My clients have online access to their financial data
- I review my clients' financial plans with them quarterly
- I review my clients' investment portfolios with them quarterly
Registration & Licensing
- CRD/IARD Number: 2434573
- Securities Registrations: Series 7, Series 24
- Insurance Licenses: Life, Annuity, Long-Term Care, Disability
Company Names
- Broker/Dealer: None
Fiduciary Status
- Acknowledged Fiduciary in advisory relationships
Compliance Record
- No Disclosures
Criminal Record
- No Disclosures
Planning Services
- Financial Planning, Retirement, College Funding, Estate, Charitable, Tax
Investment Services
- Strategy Development, Asset allocation, Performance Reporting, Tax Efficient Strategies
Visit Website - http://captialadvisorsltd.com
