Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rheagan Shields is a financial professional with over 9 years of experience in the securities industry. Patrick is currently registered with Centaurus Financial, Inc., and has held previous registrations with Woodbury Financial Services, Inc. and Questar Capital Corporation. Patrick is licensed to conduct business in California, Louisiana, Minnesota, North Carolina, and Texas. Patrick offers financial planning, portfolio management, and other services to individuals and corporations.
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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2
CA
04/05/2021 - Present
Centaurus Financial, Inc. (ANAHEIM CA)
LA
03/01/2019 - 04/06/2021
WOODBURY FINANCIAL SERVICES, INC. (LAKE CHARLES LA)
LA
05/08/2013 - 03/01/2019
QUESTAR CAPITAL CORPORATION (LAKE CHARLES LA)
LA
02/29/2012 - 05/08/2013
SECURIAN FINANCIAL SERVICES, INC. (LAKE CHARLES LA)
BOTH
Issued 10/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/28/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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