Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Edward Weller is a financial advisor with Hantz Financial Services, Inc. Weller's office is located in Okemos, Michigan. Patrick Weller has been a registered investment advisor since August 2013. The advisor has a Series 63, Series 65, Series 7 and SIE license. Patrick Weller specializes in portfolio management for individuals and businesses. Weller's firm also provides financial planning and selection of other advisors.
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.
Helps you choose top advisors aligned with your financial 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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2
MI
08/27/2013 - Present
Hantz Financial Services, Inc. (OKEMOS MI)
IA
Issued 08/22/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/15/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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