Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Verhalen is a financial advisor with Commonwealth Financial Network, a registered investment advisor, working out of their Lexington, KY office. Patricia has been in the financial services industry since July 2004. She is registered to offer securities and investment advisory services in several states, including Kentucky, Alabama, Arkansas, Florida, Illinois, Indiana, Louisiana, Michigan, Mississippi, New York, North Carolina, Ohio, South Carolina, Tennessee, Texas, and West Virginia. Patricia is a Certified Financial Planner and her specializations include retirement planning, insurance, and estate planning. She is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
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.
1
2
KY
06/03/2024 - Present
Commonwealth Financial Network (Lexington KY)
KY
12/04/2006 - 06/13/2024
LPL FINANCIAL LLC (LEXINGTON KY)
KY
06/13/2005 - 12/12/2006
NEW ENGLAND SECURITIES (LOUISVILLE KY)
NY
07/23/2004 - 06/09/2005
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/02/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Verhalen is the right advisor for you? Invested Better is here to help.
