Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Funke is an investment advisor representative with Commonwealth Financial Network. Patrick has been in the industry since 1989 and is registered in Arizona. Patrick also has a Series 63, Series 65, Series 7, Series 24, Series 51, and SIE license. He has experience working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.
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.
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2
AZ
02/05/2025 - Present
Commonwealth Financial Network (Phoenix AZ)
AZ
11/06/2020 - 06/14/2024
SECURITIES AMERICA, INC. (Phoenix AZ)
AZ
08/21/2019 - 11/06/2020
KMS FINANCIAL SERVICES, INC. (Phoenix AZ)
AZ
02/01/2005 - 08/26/2019
GENEOS WEALTH MANAGEMENT, INC. (PHOENIX AZ)
CO
08/06/1998 - 02/10/2005
MULTI-FINANCIAL SECURITIES CORPORATION (GREENWOOD VILLAGE CO)
FL
02/20/1997 - 08/06/1998
INTERSECURITIES, INC. (ST. PETERSBURG FL)
IA
01/01/1990 - 02/20/1997
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 11/09/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/18/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2008
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 02/01/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/1993
Series 7 - General Securities Representative Examination
BC
Issued 12/21/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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