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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Joseph Howley III is a financial advisor at Mariner Wealth Advisors, located in Brentwood, MO. Patrick has been in the financial services industry since 1983. Patrick holds a Series 7, Series 10, Series 24, Series 3, Series 63, and Series 9 license. Patrick is also a Certified Financial Planner. Patrick has experience working with individuals, families, businesses, and institutions. Patrick specializes in a wide range of financial planning services, including retirement planning, investment management, college savings, and estate planning. Patrick is a partner/senior wealth advisor at MSEC, LLC. Patrick is also co-owner/inventor of PatTom Ventures LLC.
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.
Family office 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
MO
06/22/2015 - Present
Mariner Wealth (Brentwood MO)
MO
01/08/2010 - 06/12/2015
PURSHE KAPLAN STERLING INVESTMENTS (CLAYTON MO)
MO
01/01/2008 - 01/19/2010
WELLS FARGO ADVISORS, LLC (DES PERES MO)
MO
11/16/1988 - 01/03/2008
A. G. EDWARDS & SONS, INC. (DES PERES MO)
NA
05/08/1986 - 11/28/1988
LFG INVESTMENTS, INC.
NA
03/01/1983 - 01/31/1985
NEWHARD, COOK & CO. INCORPORATED
BC
Issued 03/03/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/22/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 03/02/1988
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1992
Series 3 - National Commodity Futures Examination
BC
Issued 02/19/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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