Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Scherer is a financial professional with over 7 years of experience in the industry. He has served as a Financial Professional at Tactical Financial Solutions since January 2023, offering insurance and investment services. Prior to that, Patrick held various roles in the financial industry, including Prudential, Pruco Securities LLC and LPL Enterprise, LLC. Patrick is a registered representative with LPL Enterprise, LLC, and holds the Series 6, Series 63, and SIE licenses. He is also a registered Investment Advisor Representative in New York. Patrick specializes in providing financial planning and investment services to individuals and businesses. He offers a range of services, including consulting, educational seminars, and portfolio management. Patrick is committed to providing his clients with personalized financial advice and helping them 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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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.
1
2
NY
11/14/2024 - Present
LPL Enterprise, LLC (SYRACUSE NY)
BC
Issued 03/22/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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