Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Regan is a financial advisor with over 20 years of experience in the industry. Patrick Regan has a Series 66 license, as well as a Series 7 and Series 10 licenses, allowing him to provide financial advice to individuals and businesses. Patrick Regan is registered with Wells Fargo Advisors Financial Network, LLC and has been with the firm since 2009. Previously, Patrick Regan worked with Captrust Financial Advisors, LLC. Patrick Regan provides a variety of services, including financial planning, portfolio management, and investment consulting. Patrick Regan also serves as a member of the Endowment Committee for St Vincent De Paul Church of Omaha, as well as being a treasurer for Estates of Huntington Park HOA.
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.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
NE
09/07/2016 - Present
Wells Fargo Advisors Financial Network, LLC (OMAHA NE)
NC
10/12/2000 - 06/15/2002
CAPTRUST FINANCIAL ADVISORS, LLC (CHARLOTTE NC)
BOTH
Issued 10/03/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/14/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/10/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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