Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Krause is a financial advisor with over 28 years of experience in the industry. He is currently registered with J.P. Morgan Securities LLC and has been with the firm since October 2012. Patrick Krause has held various positions at other firms in the past, including Chase Investment Services Corp., LPL Financial LLC, First Midamerica Investment Corporation, UBS Financial Services Inc., Banc of America Investment Services, Inc., Quick & Reilly, Inc., Advantage Capital Corporation, Van Kampen American Capital Distributors, Inc., American Capital Marketing, Inc., Olde Discount Corporation and Fidelity Brokerage Services, Inc. Patrick Krause holds multiple licenses, including Series 4, Series 6, Series 7, Series 63, Series 65 and Series 72. He specializes in investment planning, portfolio management for businesses and individuals, and pension consulting.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
TX
10/01/2012 - Present
J.p. Morgan Securities LLC (HOUSTON TX)
TX
02/16/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (HOUSTON TX)
TX
10/18/2007 - 02/17/2011
LPL FINANCIAL LLC (HOUSTON TX)
TX
06/08/2005 - 10/22/2007
FIRST MIDAMERICA INVESTMENT CORPORATION (HOUSTON TX)
NJ
03/04/2005 - 07/07/2005
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
MA
10/20/2004 - 03/07/2005
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/27/1996 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
GA
09/19/1995 - 08/23/1996
ADVANTAGE CAPITAL CORPORATION (ATLANTA GA)
TX
01/12/1995 - 10/10/1995
VAN KAMPEN AMERICAN CAPITAL DISTRIBUTORS, INC. (HOUSTON TX)
NA
12/13/1994 - 01/12/1995
AMERICAN CAPITAL MARKETING, INC.
MI
06/30/1994 - 07/27/1994
OLDE DISCOUNT CORPORATION (DETROIT MI)
RI
08/05/1993 - 04/19/1994
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
IA
Issued 10/18/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/06/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/31/1996
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/24/1993
Series 7 - General Securities Representative Examination
BC
Issued 08/03/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Krause is the right advisor for you? Invested Better is here to help.
