Unclaimed
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 financial advisor with Cetera Investment Advisers LLC in Mobile, Alabama. Patrick has been in the financial industry since 2004 and has a broad range of experience working with clients in Alabama and other states. Patrick has a strong track record in providing financial advice to a variety of clients, including individuals, families, businesses, and institutions.
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
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 08/19/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 06/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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