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 Poehler is a financial advisor with over 20 years of experience in the financial services industry. Patrick is currently registered with Empower Financial Services, Inc. and is licensed in Illinois, Texas, and Wisconsin. Patrick has a strong background in investment company products/variable contracts, having passed the Series 6 exam in 2008. Patrick also holds the Series 7 and SIE licenses, demonstrating a broad knowledge of the securities industry.
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.
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.
1
2
CO
02/13/2008 - Present
Empower Financial Services, Inc. (GREENWOOD VILLAGE CO)
IN
05/17/1995 - 03/26/1998
AMERICAN UNITED LIFE INSURANCE COMPANY (INDIANAPOLIS IN)
NJ
11/07/1994 - 04/11/1995
ELAN INVESTMENT SERVICES, INC. (MORRIS PLAINS NJ)
WI
04/13/1993 - 11/04/1994
FIMCO SECURITIES GROUP, INC. (PORT WASHINGTON WI)
WI
06/29/1992 - 12/05/1992
J.E. LISS & COMPANY, INC. (MILWAUKEE WI)
BC
Issued 03/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/11/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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