Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Khoe is a financial professional with over a decade of experience in the industry. Currently, Patricia Khoe is registered with Hantz Financial Services, Inc. as a Registered Representative and Investment Advisor Representative, and is licensed to provide financial services in several states, including Michigan, Illinois, Indiana, Ohio, Pennsylvania, and Virginia. Patricia Khoe also previously worked at Essex National Securities, LLC and Chase Investment Services Corp.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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MI
10/03/2022 - Present
Hantz Financial Services, Inc. (ANN ARBOR MI)
MI
03/07/2011 - 05/03/2013
ESSEX NATIONAL SECURITIES, LLC (ALLEN PARK MI)
MI
02/11/2010 - 12/10/2010
CHASE INVESTMENT SERVICES CORP. (SOUTHFIELD MI)
IA
Issued 07/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/19/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/10/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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