Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Parthum is a financial advisor with over 20 years of experience in the financial services industry. Patrick is currently registered with Osaic Wealth, Inc. in Scottsdale, Arizona. Patrick has previously worked with a variety of firms, including Triad Advisors LLC, Securities America, Inc., Woodbury Financial Services, Inc., FSC Securities Corporation and SagePoint Financial, Inc. Patrick is a licensed securities agent in Arizona, and holds the following licenses: Series 63, Series 7, Series 9, and Series 10. Patrick specializes in providing financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management services to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations.
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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AZ
10/25/2018 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
02/03/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
02/03/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
10/25/2018 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
10/25/2018 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
10/25/2018 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
04/10/2001 - 09/12/2018
CHARLES SCHWAB & CO., INC. (Phoenix AZ)
BC
Issued 05/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/25/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/26/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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