Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Seal is a financial advisor with over 28 years of experience in the industry. Patrick Seal is currently registered with Cuso Financial Services, LP in Colorado and Texas. Patrick Seal has a diverse background, having previously worked with firms such as LINSCO/Private Ledger Corp., Transamerica Financial Resources, Inc., Lincoln Financial Advisors Corporation, The Lincoln National Life Insurance Company, and Carillon Investments, Inc.
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.
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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2
CO
12/21/2023 - Present
Cuso Financial Services, LP (BOULDER CO)
SC
07/23/1999 - 07/08/2004
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CA
03/17/1998 - 07/29/1999
TRANSAMERICA FINANCIAL RESOURCES, INC. (LOS ANGELES CA)
IN
09/01/1995 - 03/18/1998
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
09/01/1995 - 03/18/1998
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
OH
05/25/1994 - 09/01/1995
CARILLON INVESTMENTS, INC. (CINCINNATI OH)
BOTH
Issued 05/06/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/22/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/13/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1997
Series 7 - General Securities Representative Examination
BC
Issued 05/24/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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