Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Sadler is an investment professional with over 18 years of experience in the financial services industry. Patrick is currently registered with Concourse Financial Group Securities, Inc. in Alabama. Patrick has held previous positions at CETERA INVESTMENT SERVICES LLC, MORGAN KEEGAN & COMPANY, INC. and AMSOUTH INVESTMENT SERVICES, INC.. Patrick holds the following securities licenses: Series 7, Series 24 and Series 66. Patrick has experience working with a variety of client types including high-net-worth individuals, corporations, and pension plans.
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
AL
05/06/2022 - Present
Concourse Financial Group Securities, Inc. (Birmingham AL)
AL
01/30/2013 - 04/30/2019
CETERA INVESTMENT SERVICES LLC (BIRMINGHAM AL)
AL
02/13/2007 - 03/31/2012
MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)
AL
06/11/2003 - 02/13/2007
AMSOUTH INVESTMENT SERVICES, INC. (BIRMINGHAM AL)
BOTH
Issued 02/07/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/15/2022
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/10/2003
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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