Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tuma is a Certified Financial Planner and Investment Advisor Representative for Tuma Financial, LLC in Marriottsville, MD. Patrick has been working in the financial industry since May 1997. He earned his Series 65 license in August 1997. Patrick specializes in financial planning and portfolio management for individuals and high-net-worth individuals. Tuma Financial, LLC manages approximately $44,637,011 in assets for 103 accounts, primarily for individuals and high-net-worth individuals.
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.
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.
A percentage of the total value of assets under management is charged.
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MD
02/28/2017 - Present
Tuma Financial, LLC (MARRIOTTSVILLE MD)
IA
Issued 08/05/1997
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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