Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Koehn is a financial advisor with over 30 years of experience in the industry. She currently works at The Strategic Financial Alliance, Inc., a firm with over 70 registered representatives and a focus on providing financial planning, portfolio management, and educational seminars to individuals and businesses. Patricia has worked with a wide range of clients, including high-net-worth individuals and corporations, helping them achieve their financial goals. Patricia is licensed to provide advisory services in Georgia and Texas. She is also registered with FINRA and the SEC. Prior to joining The Strategic Financial Alliance, Inc., Patricia worked at IFG Network Securities, Inc. and Princor Financial Services Corporation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
VA
01/13/2015 - Present
THE Strategic Financial Alliance, Inc. (FAIRFAX VA)
GA
04/05/1994 - 12/09/2003
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
IA
02/16/1990 - 04/06/1994
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
GA
09/20/1988 - 10/17/1989
THE PLANNER'S SECURITIES GROUP, INC. (ATLANTA GA)
IA
Issued 05/09/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/03/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1988
Series 7 - General Securities Representative Examination
BC
Issued 04/30/1980
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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