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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 Ray is a financial advisor with Wealth Enhancement Advisory Services, LLC, a firm with offices in Plymouth, MN and St. Louis, MO. Patrick has over 20 years of experience in the financial services industry. He has worked with a variety of clients, including individuals, families, businesses, and charitable organizations. Patrick holds the Series 6, 7, and 63 licenses, as well as the SIE and Series 65. He is a Registered Investment Advisor in Missouri and Texas. He is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Erisa 3(38) investment manager
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.
Fees received from third party investment advisors
1
2
MN
05/02/2024 - Present
Wealth Enhancement Advisory Services, LLC (PLYMOUTH MN)
MO
02/22/2011 - 08/07/2023
FSC SECURITIES CORPORATION (ST. LOUIS MO)
MO
12/23/2008 - 02/11/2011
QA3 FINANCIAL CORP. (ST LOUIS MO)
MO
09/15/2006 - 12/02/2008
SECURITIES SERVICE NETWORK, INC. (ST. LOUIS MO)
MO
04/25/2003 - 09/21/2006
FSC SECURITIES CORPORATION (ST. LOUIS MO)
MA
02/04/1999 - 04/21/2003
SIGNATOR INVESTORS, INC. (BOSTON MA)
IA
Issued 08/10/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/14/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/03/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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