Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Elizabeth Monat is a financial advisor in Waterloo, IA. She has been working in the financial services industry since 1988. Patricia Elizabeth Monat is a registered representative with Osaic Wealth, Inc. and has previously held positions with Woodbury Financial Services, Inc., SII Investments, Inc., Multi-Financial Securities Corporation, Hamilton Investments, Inc., Reed Securities Company, Inc., T.L. Reed Securities, Inc., Source Securities, Inc., and Berthel, Fisher & Fleischman Financial Services, Inc. Patricia Elizabeth Monat holds the Series 7, Series 24, Series 51 and SIE licenses, and is also a Certified Financial Planner. Patricia Elizabeth Monat specializes in financial planning, pension consulting, educational seminars, and selection of other advisors.
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.
A percentage of the total value of assets under management is charged.
1
2
IA
01/19/2024 - Present
Osaic Wealth, Inc. (WATERLOO IA)
IA
11/22/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (WATERLOO IA)
IA
01/30/2003 - 11/24/2017
SII INVESTMENTS, INC. (WATERLOO IA)
CO
01/05/1994 - 02/05/2003
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
NA
09/13/1991 - 01/10/1994
HAMILTON INVESTMENTS, INC.
TX
01/03/1991 - 09/18/1991
REED SECURITIES COMPANY, INC. (MARBLE FALLS TX)
NA
03/13/1989 - 12/31/1990
T.L. REED SECURITIES, INC.
NA
08/02/1988 - 03/01/1989
SOURCE SECURITIES, INC.
NA
01/19/1988 - 08/08/1988
BERTHEL, FISHER & FLEISCHMAN FINANCIAL SERVICES, INC.
BC
Issued 01/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/12/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 01/17/2003
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Monat is the right advisor for you? Invested Better is here to help.
