Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thomas Lang is a financial advisor at Eagle Strategies LLC with over 18 years of experience in the industry. Patrick is registered with the state of Minnesota and other states including Arizona, Florida, Massachusetts, Michigan, Nevada, and Wisconsin. Patrick has passed several industry exams including Series 6, 7, 63, and 66. Patrick holds FINRA Series 7 and Series 66 licenses. Patrick is also a registered representative of NYLIFE Securities LLC and is an insurance broker for New York Life Insurance Company. In addition to his role at Eagle Strategies LLC, Patrick is also involved in other business activities, including non-New York Life product sales as an agent for New York Life.
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.
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
MN
10/14/2014 - Present
Eagle Strategies LLC (EDINA MN)
MN
12/21/2009 - 09/24/2014
THRIVENT INVESTMENT MANAGEMENT INC. (GOLDEN VALLEY MN)
MN
03/30/1998 - 08/05/2002
CENTENNIAL LAKES CAPITAL, INC. (EDINA MN)
BOTH
Issued 1/9/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 4/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2009
Series 7 - General Securities Representative Examination
BC
Issued 3/27/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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