Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Crowley is an Investment Advisor Representative with Wealth Management Group, LLC located in Inverness, IL. Patrick has been in the industry since June 12, 1999. Patrick is registered with the state of Illinois and holds Series 7, Series 31, Series 63, and Series 65 securities licenses. Patrick has been with Wealth Management Group, LLC since May 2022. Patrick was previously associated with Mesirow Financial, Inc., Salomon Smith Barney Inc. and Prudential Securities Incorporated. Patrick holds a SIE designation. Patrick is also a Manager/President of Crowley Family Farm LLC. Patrick's specialties include retirement planning, college savings, and wealth management. Patrick offers financial planning and portfolio management services to individuals and families. Patrick's firm primarily serves high-net-worth individuals, individuals other than high-net-worth, pension and profit-sharing plans, and charitable organizations. Patrick's firm has approximately $660,292,121 in regulatory assets under management. Patrick has a client count of 8. Patrick's firm has been in business for at least 20 years and has approximately 30 employees.
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.
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
IL
05/03/2022 - Present
Wealth Management Group, LLC (INVERNESS IL)
IL
07/17/2002 - 05/16/2005
MESIROW FINANCIAL, INC. (CHICAGO IL)
NY
02/07/2001 - 07/17/2001
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
05/26/1998 - 01/19/2001
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 11/18/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/26/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 06/14/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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