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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rehm is a registered investment advisor representative with Cetera Investment Advisers LLC, licensed to offer investment advice in Alabama and Texas. Patrick has been working in the financial services industry since September 2004. Patrick has held previous roles with firms such as BB&T Investment Services, Inc., Infinex Investments, Inc., UVEST Financial Services Group, Inc., and Colonial Brokerage, Inc. Patrick has passed the SIE, Series 31, and Series 7 exams and the Uniform Combined State Law Examination. Patrick's current firm is Cetera Investment Advisers LLC.
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
AL
01/12/2023 - Present
Cetera Investment Advisers LLC (MOBILE AL)
AL
06/18/2012 - 01/03/2013
BB&T INVESTMENT SERVICES, INC. (MOBILE AL)
AL
10/18/2011 - 06/11/2012
INFINEX INVESTMENTS, INC. (DAPHNE AL)
AL
09/22/2009 - 11/16/2011
UVEST FINANCIAL SERVICES GROUP, INC. (DAPHNE AL)
FL
06/29/2009 - 09/14/2009
COLONIAL BROKERAGE, INC. (DESTIN FL)
AL
03/06/2006 - 04/09/2009
COMPASS BROKERAGE, INC. (MOBILE AL)
MA
05/20/2005 - 02/24/2006
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
05/20/2005 - 02/24/2006
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
NY
06/04/2004 - 05/16/2005
MORGAN STANLEY DW INC. (PURCHASE NY)
BOTH
Issued 8/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/3/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 6/3/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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