Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Sittner is a registered investment advisor representative at RFG Advisory, LLC. Patrick has been in the industry since 2013 and has worked at several financial institutions including Conagra, TS Bank, and CWM, LLC. Patrick holds Series 63 and Series 65 licenses. Patrick specializes in providing financial planning, pension consulting, educational seminars, and selection of other advisers. Patrick serves a diverse client base including individuals, corporations, trusts, and charitable organizations.
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.
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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AL
09/16/2024 - Present
RFG Advisory, LLC (VESTAVIA HILLS AL)
Active
Inactive
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