Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Loechl is an investment advisor representative at Wells Fargo Clearing Services, LLC. Patrick is a seasoned professional with over 20 years of experience in the financial services industry. Patrick has a wide range of experience in various financial services areas, including investment consulting services to institutional clients, financial planning, and portfolio management for individuals and businesses. Patrick holds licenses in several states, including Illinois, Missouri, and Texas.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IL
11/15/2017 - Present
Wells Fargo Clearing Services, LLC (ALTON IL)
WA
04/08/2008 - 12/10/2010
RUSSELL FINANCIAL SERVICES, INC., PART OF RUSSELL INVESTMENTS (SEATTLE WA)
IL
03/20/2003 - 03/07/2008
VAN KAMPEN FUNDS INC. (OAKBROOK TERRACE IL)
IL
08/07/2002 - 03/28/2003
SCUDDER DISTRIBUTORS, INC. (CHICAGO IL)
BOTH
Issued 04/25/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/09/2017
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/14/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/22/2004
Series 7 - General Securities Representative Examination
BC
Issued 08/05/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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