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Patrick D. Munro
Member Status: APPROVED
Member Through: 3/30/2011
Patrick D. Munro has successfully passed the Ethics Check System, NEB’s annual seven-year background checks for membership-disqualifying criminal, civil, and business violations* and has agreed to maintain NEB membership standards.
EthicsCheck System™
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Patrick D. Munro
Myrtle Beach, SC 29577
(843) 448-7305
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Criminal Background Check |
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Accredited Designation Check |
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Professional License Check
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State Securities Administrators
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In addition, the following regulatory agencies have been checked for NEB membership-disqualifying violations.*
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Securities and Exchange Commission (SEC) |
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State Departments of Real Estate |
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State Departments of Insurance |
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National Association of Realtors (NAR) |
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Financial Industry Regulatory Authority (FINRA)
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State Association of Realtors (SAR)
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State Securities Administrators
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State Mortgage License Regulators
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State Boards of Accountancy |
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PROFILE DETAILS
The following information has been posted by the member and is therefore NOT verified by the NEB. |
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O V E R V I E W
| Patrick Munro’s affinity for investing and financial matters began more than 20 years ago with business education and service throughout the ranks of the banking and insurance industries. His goal for providing personal service to the senior market began in 1997 after locating his family to Wilmington, North Carolina and the founding of NorthStar Financial Advisors.
Patrick has provided highly personal service to clients all over North and South Carolina helping them to identify tax savings through various safe financial products and utilizing the various tax strategies available to seniors to protect their assets.
In addition, Patrick has helped many clients eliminate the financial threat of long-term care and ways to avoid the unnecessary difficulties of probate court.
In 1999 he became a Certified Elder Planning Specialist (CEPS) and is listed on the National Registry of Elder Planners. His outstanding sales volume of financial products in the Senior Market made him a member of the Society of Senior Market Professionals
Patrick has received the esteemed Retirement Distribution and Planning (RDP) designation along with being a member of The Society of Financial Service Professionals, Senior Benefits Network, National Council of Aging, Children of Aging Parents Association, Financial Planning Association, Society of Elder Planning Advisors and AARP. |
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E D U C A T I O N
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A S S O C I A T I O N S
| CSA (Certified Senior Advisor), CEPS (Certified Elder Planning Specialist). Member - BBB (Better Business Bureau), Member - Society of Senior Market Professionals. Educator - "Get Their Hands Off Your Piece of Pie" senior sessions. |
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R E F E R E N C E S
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DISCLAIMER: All of the information in the “Profile Details” section of this profile has been posted by the member and is therefore NOT verified by the National Ethics Bureau (NEB). The NEB provides no guaranteed assurance or warranty of the ethical integrity
of its members. Always make financial decisions on the basis of your own due diligence. For additional details and/or any public disclosures regarding this member, please contact the appropriate regulatory agency (see www.ethicscheck.com/regcontact). NEB
is a member organization of background-checked financial professionals and is not affiliated with any state or federal government agency. NEB is not a financial designation, nor does it sell or endorse any financial products.
*For details on NEB membership standards and disqualifying violations, please call us at (800) 282-1831 or go to our website at: www.ethicscheck.com/standards. |
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