Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rumoro is a financial advisor who has been working in the industry since 2011. Patrick is currently registered with the state of Kentucky as an Investment Advisor Representative with LFG Wealth Partners, LLC. Previously, Patrick was a registered representative with Silver Oak Securities, Incorporated, and a financial advisor with Magnate Wealth Management LLC. Patrick is also a member of The Albatross Group LLC, a real estate holding company, and Thigh Tie LLC, a travel accessory business. Patrick is a Series 63, 65, 7TO, and SIE license holder. Patrick specializes in providing financial advice to high net worth individuals, individuals other than high net worth, and businesses. Patrick is also experienced in providing financial planning, pension consulting, selection of other advisors, and portfolio management for businesses and 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.
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.
A percentage of the total value of assets under management is charged.
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KY
06/27/2024 - Present
LFG Wealth Partners, LLC (ELIZABETHTOWN KY)
KY
09/21/2021 - 03/17/2023
SILVER OAK SECURITIES, INCORPORATED (Louisville KY)
BC
Issued 11/17/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 04/20/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/21/2021
Series 7TO - General Securities Representative Examination
BC
Issued 06/28/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
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