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Patrick Halas

Investment Distributors, Inc.

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About Patrick Halas

Patrick Halas is a financial professional with over 20 years of experience in the industry. Patrick is currently registered with Investment Distributors, Inc. Patrick has experience with a variety of firms, including Concourse Financial Group Securities, Inc., GWFS Equities, Inc., and Jackson National Life Distributors LLC. Patrick has a Series 7, 63, 26, and 6TO license.

Firm Information

Patrick Halas is currently registered with Investment Distributors, Inc.. Investment Distributors, Inc. is a corporation that was formed on August 30, 1993. It is registered with the SEC and in all 50 states, as well as the District of Columbia. The firm has reported one regulatory event.

Not reported

Assets Under Management

Not reported

Total Clients

166

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Halas’s Registration & Firm History

KY

01/03/2022 - Present

Investment Distributors, Inc. (Covington KY)

CO

08/13/2019 - 01/03/2022

CONCOURSE FINANCIAL GROUP SECURITIES, INC. (Greenwood Village CO)

CO

07/29/2015 - 06/03/2019

GWFS EQUITIES, INC. (GREENWOOD VILLAGE CO)

CO

01/09/2008 - 06/18/2015

JACKSON NATIONAL LIFE DISTRIBUTORS LLC (DENVER CO)

CO

04/03/2007 - 01/03/2008

BOSC, INC. (DENVER CO)

NY

03/22/2001 - 04/09/2007

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

NE

11/29/2000 - 02/21/2001

DATEK ONLINE BROKERAGE SERVICES LLC (OMAHA NE)

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Licenses & Designations

BC

Issued 12/14/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2009

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/28/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Halas.
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