Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Simoncic is an Investment Advisor Representative at The Mather Group, LLC. Patrick has been in the financial services industry since 2014. Patrick is registered with the state of Illinois and is affiliated with one firm. Patrick has a Series 65 license and is experienced in financial planning, portfolio management, and educational seminars. The Mather Group, LLC is a registered investment advisor that manages over $10 billion in assets. The Mather Group, LLC offers financial planning, portfolio management, and educational seminars to individuals, families, and institutions.
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.
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.
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.
A percentage of total net worth
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IL
09/30/2024 - Present
THE Mather Group, LLC (CHICAGO IL)
Active
Inactive
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