Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Scherven is an investment advisor representative at EFS Advisors. Patrick has been in the securities industry since November 1995 and has experience working with a wide range of clients, including individuals, corporations, and pension plans. Patrick has a strong background in financial planning, portfolio management, and retirement planning. Patrick is dedicated to providing clients with personalized advice and guidance to help them reach their financial goals. Patrick is registered to provide investment advisory services in Minnesota and Wisconsin.
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.
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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2
MN
11/04/2013 - Present
EFS Advisors (CAMBRIDGE MN)
OH
02/15/2005 - 10/09/2006
GREAT AMERICAN ADVISORS, INC. (CINCINNATI OH)
IL
03/21/2003 - 02/15/2005
PMG SECURITIES CORPORATION (ELGIN IL)
VA
06/07/2002 - 02/25/2003
CAPITOL SECURITIES MANAGEMENT, INC. (GLEN ALLEN VA)
NJ
02/22/2002 - 06/14/2002
SOMERSET FINANCIAL GROUP, INC. (PRINCETON NJ)
NA
10/10/1996 - 03/14/1997
DAIN BOSWORTH INCORPORATED
CO
11/10/1995 - 09/20/1996
JANUS DISTRIBUTORS, INC. (DENVER CO)
BOTH
Issued 04/15/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/29/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 11/09/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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