Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rohe is an investment advisor representative at Rockbridge Investment Management, LLC in Syracuse, New York. Patrick has been in the industry since August 2008. Patrick has a Series 66 and Series 7 license. Patrick is also a Certified Financial Planner. Patrick's current registrations are with the state of New York.
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.
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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NY
05/07/2021 - Present
Rockbridge Investment Management, LLC (SYRACUSE NY)
NY
08/11/2008 - 07/16/2009
WELLS FARGO ADVISORS, LLC (SYRACUSE NY)
BOTH
Issued 08/22/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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