Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Van Sumeren is a financial advisor with over 30 years of experience in the financial services industry. Patrick is currently registered with Osaic Wealth, Inc. and has previously been registered with SIGMA FINANCIAL CORPORATION, CENTAURUS FINANCIAL, INC., AXA ADVISORS, LLC, and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Patrick is a Series 6, 7, 63, 65, and 66 licensed professional. Patrick holds multiple designations and has a strong background in providing financial planning and investment advice to individuals, families, and businesses. Patrick provides a wide range of financial services including financial planning, retirement planning, college savings, and investment management.
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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2
MI
10/24/2024 - Present
Osaic Wealth, Inc. (BAY CITY MI)
MI
12/15/2005 - 12/12/2023
SIGMA FINANCIAL CORPORATION (BAY CITY MI)
CA
08/03/2004 - 12/15/2005
CENTAURUS FINANCIAL, INC. (ANAHEIM CA)
NY
07/16/1991 - 07/12/2004
AXA ADVISORS, LLC (NEW YORK NY)
NY
07/16/1991 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
BOTH
Issued 12/24/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 06/22/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/18/2000
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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