Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lee Marcell is a Registered Investment Advisor with Elite Retirement Group. Patrick has been in the financial services industry since 2001. Patrick has experience providing financial advice to individuals and businesses. Patrick is licensed to provide investment advice in 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.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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WI
01/14/2021 - Present
Elite Retirement Group (PLOVER WI)
WI
01/16/2007 - 12/07/2007
MADISON AVENUE SECURITIES, INC. (PLOVER WI)
WI
06/23/2003 - 12/31/2006
MML INVESTORS SERVICES, INC. (PLOVER WI)
IA
10/01/2001 - 07/21/2003
PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)
IA
Issued 08/27/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/28/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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