Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Douglas Mundlin is a financial advisor with 49 Financial. Patrick has been in the industry since 2016. Patrick has a strong track record of success in helping individuals and small business clients reach their financial goals. Patrick is a highly experienced and knowledgeable financial advisor, and is committed to providing his clients with the highest level of personalized service. Patrick is registered with FINRA, the SEC and the states of Alabama, California, Florida, Georgia, North Carolina, Puerto Rico, South Carolina, Tennessee, Texas, Virginia and Wisconsin. Patrick is also a registered investment advisor representative with 49 Wealth Management, LLC. Patrick is committed to helping his clients make informed financial decisions and achieve their long-term financial goals.
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.
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
TX
06/20/2024 - Present
49 Financial (AUSTIN TX)
TX
10/28/2019 - 01/11/2024
PURSHE KAPLAN STERLING INVESTMENTS (Dallas TX)
TX
06/01/2016 - 10/30/2019
AXA ADVISORS, LLC (AUSTIN TX)
IA
Issued 02/15/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/07/2018
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/01/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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