Patrick Scholz (CRD# 2196621) is an Investment Advisor Representative working at Corhaven Technologies LLC in Lake Bluff, IL and has over 32 years of experience in the finance industry.
CRD# 5252940
Cetera Investment Advisers LLC
CRD# 1257255
Raymond James Financial Services Advisors, Inc.
CRD# 2424715
Mesirow Financial Investment Management, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Corhaven Technologies LLC | Lake Bluff, IL | Nov 2017 - Current | 6 |
| Bcd Advisors | Lake Bluff, IL | Feb 2016 - Sep 2018 | 2 |
| Mutual Securities, Inc. | Camarillo, CA | Oct 2014 - Jan 2016 | 1 |
| Mml Investors Services LLC | Walnut Creek, CA | May 2012 - Oct 2014 | 2 |
| Massmutual Life Insurance Company | Walnut Creek, CA | Aug 2011 - Oct 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1992 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- IL
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Total Assets Under Management9MILLIONS
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Total Number of Accounts16ACCOUNTS
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Average Account Value$575,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
CA, IL
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