Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hassan Ehsan is an experienced financial advisor who has been in the industry since May 1987. Patrick is currently registered with Independent Financial Group, LLC in Nevada. Prior to joining Independent Financial Group, LLC, Patrick worked at several other firms including QA3 Financial Corp., Securities America, Inc., Royal Alliance Associates, Inc., Soares Financial Group, Inc., and Pruco Securities Corporation. Patrick holds licenses for Series 4, 6, 7, and 63. Patrick is a strong advocate for financial planning and portfolio management, with a proven track record of helping individuals, businesses, and retirement plans achieve their financial goals.
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.
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.
1
2
NV
01/10/2025 - Present
Independent Financial Group, LLC (Stateline NV)
CA
01/03/2008 - 02/11/2011
QA3 FINANCIAL CORP. (LOS ALTOS CA)
CA
01/22/1998 - 01/02/2008
SECURITIES AMERICA, INC. (LOS ALTOS CA)
AZ
08/08/1994 - 01/28/1998
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
NA
09/23/1987 - 10/10/1994
SOARES FINANCIAL GROUP, INC.
NA
05/27/1987 - 11/20/1987
PRUCO SECURITIES CORPORATION
BC
Issued 10/22/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/1992
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/1987
Series 7 - General Securities Representative Examination
BC
Issued 05/26/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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