Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William Colunga is an investment advisor representative at Captrust Financial Advisors. Patrick is registered with the state of Michigan as an investment advisor representative (IAR). Patrick has been in the industry since January 2022. Patrick obtained their Series 65 license on May 23, 2022. Patrick has a strong background in finance and law. Patrick is committed to providing clients with personalized financial advice and guidance.
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.
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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MI
05/24/2022 - Present
Captrust Financial Advisors (HOLLAND MI)
IA
Issued 05/23/2022
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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