Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Velekei is a financial advisor with over 20 years of experience in the industry. Patrick is a Registered Representative of Valmark Advisers, Inc. and is registered to provide investment advice in 14 states. Patrick provides portfolio management, financial planning, and pension consulting services to individual and institutional clients. Patrick is a Certified Financial Planner and has earned the Series 6, 7, 24, 53, and 66 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.
Strategic management for diversified investment portfolios.
Consulting
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
PA
10/28/2024 - Present
Valmark Advisers, Inc. (Wyomissing PA)
PA
01/02/2003 - 12/02/2010
NFP SECURITIES, INC. (WYOMISSING PA)
MN
07/01/2002 - 12/19/2002
THRIVENT INVESTMENT MANAGEMENT INC. (MINNEAPOLIS MN)
MN
06/28/1999 - 07/01/2002
LUTHERAN BROTHERHOOD SECURITIES CORP. (MINNEAPOLIS MN)
BOTH
Issued 02/11/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/02/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/27/2009
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/01/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2001
Series 7 - General Securities Representative Examination
BC
Issued 06/25/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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