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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 Jordan is a financial advisor with Moneta Group Investment Advisors, LLC. Patrick has been in the industry since August 2016 and holds licenses for Colorado, Kansas, Missouri and Texas. Patrick has experience with Wells Fargo Clearing Services, LLC and CRI Securities, LLC. Patrick specializes in portfolio management for individuals, businesses, and pooled investment vehicles as well as financial planning. Patrick also offers educational seminars.
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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MO
02/23/2021 - Present
Moneta Group Investment Advisors, LLC (ST. LOUIS MO)
MO
12/01/2017 - 02/24/2021
WELLS FARGO CLEARING SERVICES, LLC (ST. LOUIS MO)
MO
08/19/2016 - 11/16/2017
CRI SECURITIES, LLC (St Louis MO)
MO
08/19/2016 - 11/16/2017
SECURIAN FINANCIAL SERVICES, INC. (St Louis MO)
BOTH
Issued 09/29/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/19/2016
Series 7 - General Securities Representative Examination
Active
Inactive
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