Kenneth Patsey (CRD# 1396728) is an Investment Advisor Representative working at Wisdom Investment Strategies, LLC in Chagrin Falls, OH and has over 14 years of experience in the finance industry.
CRD# 1065232
Independence Capital Company, Inc.
CRD# 4787364
The Center For Eldercare Finance
CRD# 5069849
Strategic Wealth Partners, Ltd.
Company Name | Location | Dates | Years |
---|---|---|---|
Manufacturing Works | Cleveland, OH | Feb 2019 - Current | 5 |
Wisdom Investment Strategies, LLC | Rocky River, OH | May 2016 - Current | 7 |
Independent Business Consultant | Rocky River, OH | Jan 2016 - May 2016 | < 1 |
Ghs Trading LLC | New York, NY | May 2015 - Jan 2016 | < 1 |
Seaport Global Securities LLC | Chicago, IL | Sep 2014 - Jan 2016 | 1 |
Global Hunter Securities, LLC | Chicago, IL | Sep 2014 - Sep 2014 | < 1 |
First Analysis Securities Corporation | Chicago, IL | Jan 2010 - Sep 2014 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 2010 |
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- OH
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Total Assets Under Management12MILLIONS
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Total Number of Accounts27ACCOUNTS
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Average Account Value$427,499
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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OH
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