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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 M. Foley is an active financial advisor with Edward Jones. Patrick has been in the industry since 1993 and has a wide range of experience. Patrick's previous experience includes positions with SUNAMERICA CAPITAL SERVICES, INC., INVESCO DISTRIBUTORS, INC., VAN KAMPEN FUNDS INC., and HAMILTON INVESTMENTS, INC. Patrick is registered as a Registered Representative in North Carolina and Texas. Patrick specializes in financial planning and portfolio management for businesses and individuals. Patrick is a Certified Financial Planner. Patrick is a member of FINRA. Patrick is also a Managing Member of Scale Wealth Group LLC, a real estate holding LLC. Patrick is dedicated to providing his clients with the highest level of service and expertise.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
NC
12/06/2018 - Present
Edward Jones (NEW LONDON NC)
NJ
04/29/2011 - 10/24/2012
SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)
TX
06/01/2010 - 04/26/2011
INVESCO DISTRIBUTORS, INC. (HOUSTON TX)
TX
11/06/1998 - 06/01/2010
VAN KAMPEN FUNDS INC. (HOUSTON TX)
MO
04/29/1996 - 09/15/1998
EDWARD D. JONES & CO., L.P. (ST. LOUIS MO)
WI
01/23/1994 - 04/16/1996
INVEST FINANCIAL CORPORATION (APPLETON WI)
NA
10/19/1992 - 12/21/1993
HAMILTON INVESTMENTS, INC.
IA
Issued 07/26/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/16/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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