Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Marie Cage is an investment advisor representative with Cbiz Investment Advisory Services, LLC. Patricia has been in the financial services industry since 1992. Patricia has Series 6, 63, and 65 licenses. Patricia also holds the Securities Industry Essentials Examination. She is registered to provide investment advice in Maryland. Prior to her current role, Patricia was employed by CBIZ FINANCIAL SOLUTIONS, INC., NATIONAL PLANNING CORPORATION, and H. BECK, INC.. Patricia specializes in providing financial advice to individuals, families, 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.
Performance reporting, fiduciary services and admnistrative support services
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.
A percentage of assets under advisement
1
2
MD
10/09/2018 - Present
Cbiz Investment Advisory Services, LLC (Columbia MD)
MD
01/02/2004 - 12/31/2023
CBIZ FINANCIAL SOLUTIONS, INC. (COLUMBIA MD)
CA
01/23/2003 - 12/31/2003
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
MD
08/07/1997 - 12/31/2002
H. BECK, INC. (ROCKVILLE MD)
IA
Issued 03/15/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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