Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Strehl is a financial advisor with over 25 years of experience in the industry. Patrick is registered to provide investment advice and securities transactions in 28 states. Patrick currently works at Stifel, Nicolaus & Company, Inc., where they provide financial planning and investment management services to individuals, corporations, trusts, estates, and high-net-worth clients. Patrick has previously worked at Merrill Lynch, Morgan Keegan & Company, Inc., A.G. Edwards & Sons, Inc., Prudential Securities Incorporated and Mariner Financial Services, Inc.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
KY
05/28/2019 - Present
Stifel, Nicolaus & Company, Inc. (LOUISVILLE KY)
KY
07/16/2010 - 09/04/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOUISVILLE KY)
KY
09/03/2004 - 07/19/2010
MORGAN KEEGAN & COMPANY, INC. (LOUISVILLE KY)
MO
05/15/1998 - 09/09/2004
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
NY
05/23/1995 - 05/19/1998
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
FL
04/13/1995 - 05/09/1995
MARINER FINANCIAL SERVICES, INC. (LARGO FL)
IA
Issued 06/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/1995
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Strehl is the right advisor for you? Invested Better is here to help.
