Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Nolen is a financial advisor registered with Geneos Wealth Management, Inc. Patrick has been in the financial industry since 1974 and has a strong track record of providing financial planning and portfolio management services to a wide range of clients. Patrick is also a Chartered Financial Consultant. In addition to Geneos Wealth Management, Inc., Patrick has also worked with CETERA ADVISOR NETWORKS LLC and ROYAL ALLIANCE ASSOCIATES, INC..
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
CO
08/03/2015 - Present
Geneos Wealth Management, Inc. (CENTENNIAL CO)
CO
11/17/1989 - 08/05/2015
CETERA ADVISOR NETWORKS LLC (CENTENNIAL CO)
AZ
11/19/1989 - 12/06/1989
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
03/10/1988 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
09/08/1984 - 02/04/1988
INTEGRATED RESOURCES EQUITY CORPORATION
NA
02/15/1982 - 02/13/1984
PRUCO SECURITIES CORPORATION
NA
03/25/1974 - 02/13/1984
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA
BOTH
Issued 06/19/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/22/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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