Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wittekind is a financial advisor with Stifel Independent Advisors, LLC. Patrick has been in the financial services industry since 1988 and has a wide range of experience in the industry. He is registered with the state of North Carolina and Texas and holds several licenses, including Series 7, Series 31, and Series 63 and 65. Patrick specializes in providing investment advice to individuals, businesses, and retirement plans. He is also a trustee of his own retirement plan. Patrick is dedicated to helping clients 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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NC
10/22/2009 - Present
Stifel Independent Advisors, LLC (STANLEY NC)
MO
12/11/2002 - 08/13/2003
CENTURY SECURITIES ASSOCIATES, INC. (ST. LOUIS MO)
NY
09/08/1989 - 10/31/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
03/11/1988 - 09/18/1989
NEW YORK CAPITAL MARKETS INC. (GARDEN CITY NY)
NA
04/29/1987 - 03/23/1988
FIRST EMPIRE SECURITIES, INC.
IA
Issued 09/13/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/05/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/25/1993
Series 31 - Futures Managed Funds Examination
BC
Issued 04/25/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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