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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Arthur Strubbe is an active investment advisor representative with Arkadios Wealth Advisors, where Patrick has been employed since August 2022. Patrick has been in the financial industry for 25 years and is licensed in Arizona, California, Colorado, Connecticut, District of Columbia, Florida, Georgia, Indiana, Michigan, North Carolina, South Carolina, South Dakota, Texas, and Wisconsin. Patrick is a Series 6, 7, 24, 63, and 65 licensed professional. Patrick specializes in financial planning, pension consulting and portfolio management for individuals. Patrick also has business experience as the owner of Preservation Specialists, LLC which provides retirement planning services, as well as GSIS, LLC. Patrick has previous experience at Kalos Capital, Inc. Patrick provides services to corporations, high-net-worth individuals, and individuals other than high-net-worth. The firm provides advisory services that include financial planning, pension consulting, and portfolio management for individuals.
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.
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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2
SC
08/11/2022 - Present
Arkadios Wealth Advisors (Columbia SC)
SC
10/25/2005 - 09/30/2022
KALOS CAPITAL, INC. (COLUMBIA SC)
PA
02/04/2003 - 10/10/2005
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
IL
09/18/2002 - 01/14/2003
LASALLE ST SECURITIES, L.L.C. (ELMHURST IL)
PA
02/11/2002 - 10/18/2002
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
MN
04/20/2000 - 02/12/2002
USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)
MA
12/21/1999 - 04/27/2000
INVESTORS CAPITAL CORP. (LYNNFIELD MA)
MA
02/06/1997 - 12/20/1999
SIGNATOR INVESTORS, INC. (BOSTON MA)
MA
02/06/1997 - 05/01/1997
JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)
IA
Issued 11/02/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/05/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/22/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/1999
Series 7 - General Securities Representative Examination
BC
Issued 02/05/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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