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 Herkert is a financial advisor registered with Founders Financial Securities LLC. Patrick has been in the industry since January 2012 and has experience in both investment and insurance sales. Patrick has a Series 6, Series 63, and Series 65 license, as well as the SIE exam. Patrick is registered with the Securities and Exchange Commission and has a history of working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Patrick is currently registered in Arizona, California, Colorado, Florida, Idaho, Illinois, Iowa, Minnesota, Montana, Ohio, Oregon, Washington, West Virginia, Wisconsin, and Wyoming.
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.
1
2
WI
05/10/2021 - Present
Founders Financial Securities LLC (Cedarburg WI)
WI
01/13/2012 - 05/07/2021
WOODBURY FINANCIAL SERVICES, INC. (CEDARBURG WI)
IA
Issued 12/23/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/23/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/12/2012
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Herkert is the right advisor for you? Invested Better is here to help.
