Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Solge is an investment advisor representative currently registered with Cambridge Investment Research Advisors, Inc. Patricia has been in the industry since 1988. Patricia is registered in Delaware and has experience with a variety of firms, including Cantella & Co., Inc., Cambridge Investment Research, Inc., Lockwood Financial Services, Inc., Rutherford, Brown & Catherwood, Inc., and Wheat, First Securities, Inc. Patricia offers a variety of services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
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.
Guidance on pension options to ensure a secure financial future.
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.
Solicitation fees from 3rd party money managers
1
2
DE
12/08/2022 - Present
Cambridge Investment Research Advisors, Inc. (Wilmington DE)
DE
11/15/2010 - 12/09/2022
CANTELLA & CO., INC. (WILMINGTON DE)
DE
03/31/2005 - 12/14/2010
CAMBRIDGE INVESTMENT RESEARCH, INC. (WILMINGTON DE)
PA
01/20/1998 - 04/07/2005
LOCKWOOD FINANCIAL SERVICES, INC. (MALVERN PA)
PA
05/04/1994 - 01/26/1998
RUTHERFORD, BROWN & CATHERWOOD, INC. (PHILADELPHIA PA)
NC
01/01/1991 - 05/25/1994
WHEAT, FIRST SECURITIES, INC. (CHARLOTTE NC)
NA
12/20/1988 - 01/01/1991
BUTCHER & SINGER INC.
IA
Issued 11/10/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/22/1998
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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