Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Eng is an Investment Advisor Representative at Diversify Wealth Management, LLC, a firm with offices in Sandy, Utah and Phoenix, Arizona. Patrick has been working in the financial industry since 2000. He has a Series 7, Series 63 and Series 65 license. Prior to joining Diversify Wealth Management, Patrick worked at PERSPECTIVE FINANCIAL SERVICES, LLC and THRIVENT ADVISOR NETWORK LLC DBA PERSPECTIVE FINANCIAL SERVICES.
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.
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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UT
11/21/2024 - Present
Diversify Wealth Management, LLC (SANDY UT)
AZ
11/24/2004 - 09/18/2006
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (SCOTTSDALE AZ)
NY
06/15/2000 - 12/06/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 02/08/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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