Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Werner is a financial advisor with M Holdings Securities, Inc. based in Vestavia, Alabama. Patrick has been in the financial industry since 2011 and holds a Series 6 and Series 63 license. Patrick has expertise in financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for both businesses and individuals. Patrick is registered in Alabama, Arizona, California, Colorado, Nevada, New Jersey, New Mexico, Ohio, South Carolina, South Dakota, Tennessee, Texas, and Utah. Patrick was previously registered with NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC.
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
AL
04/15/2019 - Present
M Holdings Securities, Inc. (Vestavia AL)
AL
09/14/2011 - 03/13/2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Vestavia AL)
BC
Issued 05/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2011
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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