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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 Colorado Abelon is an investment advisor representative with Sageview Advisory Group, LLC. Patrick has been in the securities industry since November 2006. Patrick is registered in Virginia as an investment advisor representative and as a securities agent. Patrick has Series 7, 26, 63, and 65 licenses and holds a SIE designation. Patrick has previously worked with GWFS EQUITIES, INC., ICMA-RC SERVICES, LLC, MUTUAL OF AMERICA LIFE INSURANCE COMPANY, MUTUAL OF AMERICA SECURITIES CORPORATION, SUNTRUST INVESTMENT SERVICES, INC., NAVY FEDERAL BROKERAGE SERVICES, LLC, CUNA BROKERAGE SERVICES, INC., ONEAMERICA SECURITIES, INC., NEWPORT GROUP SECURITIES, INC. and SUNTRUST SECURITIES, INC. Patrick's experience includes helping plan sponsors with fiduciary monitoring of the investments in their employer sponsored retirement plans.
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.
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CA
01/06/2024 - Present
Sageview Advisory Group, LLC (NEWPORT BEACH CA)
CO
01/11/2021 - 08/03/2022
GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)
VA
10/14/2013 - 01/05/2021
ICMA-RC SERVICES, LLC (Richmond VA)
VA
01/28/2011 - 09/24/2013
MUTUAL OF AMERICA LIFE INSURANCE COMPANY (RICHMOND VA)
VA
01/28/2011 - 09/24/2013
MUTUAL OF AMERICA SECURITIES CORPORATION (RICHMOND VA)
VA
08/03/2007 - 06/09/2009
SUNTRUST INVESTMENT SERVICES, INC. (RICHMOND VA)
VA
07/03/2006 - 09/25/2006
NAVY FEDERAL BROKERAGE SERVICES, LLC (VIRGINIA BEACH VA)
VA
06/01/2006 - 07/03/2006
CUNA BROKERAGE SERVICES, INC. (VIRGINIA BEACH VA)
IN
04/18/2005 - 04/06/2006
ONEAMERICA SECURITIES, INC. (INDIANAPOLIS IN)
FL
11/10/2004 - 02/09/2005
NEWPORT GROUP SECURITIES, INC. (LAKE MARY FL)
GA
05/25/2001 - 01/10/2003
SUNTRUST SECURITIES, INC. (ATLANTA GA)
IA
Issued 01/06/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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