Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Savage is a registered investment advisor representative with Pegasus Partners in Mequon, Wisconsin. Patrick has over 20 years of experience in the financial services industry. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Patrick has worked at a number of firms in the past, including Robert W. Baird & Co. Incorporated, North Capital Private Securities Corporation and Growth Capital Services, Inc. Patrick earned a Series 7, Series 63, and Series 65 licenses.
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.
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2
WI
08/30/2023 - Present
Pegasus Partners (MEQUON WI)
WI
03/08/2022 - 06/22/2023
NORTH CAPITAL PRIVATE SECURITIES CORPORATION (Menomonee Falls WI)
WI
10/25/2020 - 01/12/2022
GROWTH CAPITAL SERVICES, INC. (Menomonee Falls WI)
WI
06/30/2006 - 10/25/2019
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/05/2002 - 07/06/2004
M&I BROKERAGE SERVICES, INC. (MILWAUKEE WI)
IA
Issued 08/30/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/04/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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