Patrick Moltane (CRD# 7779395) is an Investment Advisor Representative working at Edward Jones in Shawnee, KS and has 1 year of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 1380183
Creative Planning
CRD# 5216324
Mariner Wealth
Company Name | Location | Dates | Years |
---|---|---|---|
Edward Jones | St Louis, MO | Jul 2023 - Current | < 1 |
State Of New York | Buffalo, NY | Aug 2015 - Current | 8 |
Legacy Partners, Inc. | Shawnee, KS | Oct 2021 - Jul 2023 | 1 |
Ja-del, Inc. | Overland Park, KS | Mar 2022 - Jun 2023 | 1 |
Bunker Film Productions LLC | Dehli, NY | Jul 2021 - Jul 2021 | < 1 |
Niagara County Community College | Sanborn, NY | Jan 2019 - May 2021 | 2 |
Niagara University | Niagara University, NY | Jan 2020 - May 2020 | < 1 |
Celtic Roots Yoga | Buffalo, NY | Jan 2013 - Dec 2019 | 6 |
D'youville College | Buffalo, NY | Sep 2011 - Dec 2019 | 8 |
East Meets West Yoga LLC | Buffalo, NY | Feb 2011 - Dec 2019 | 8 |
Irish Classical Theatre Company | Buffalo, NY | Oct 2018 - Dec 2018 | < 1 |
Road Less Traveled Productions | Buffalo, NY | Sep 2017 - Nov 2017 | < 1 |
Desbro, Inc. | Cheektowaga, NY | Oct 2016 - Nov 2016 | < 1 |
Hive Lifespan Center | East Amherst, NY | Feb 2011 - Sep 2016 | 5 |
Shakespeare In Delaware Park | Buffalo, NY | May 2016 - Jul 2016 | < 1 |
Jewish Community Center Of Western New York | Getzville, NY | Aug 2015 - Feb 2016 | < 1 |
Irish Classical Theatre Company | Buffalo, NY | Oct 2015 - Nov 2015 | < 1 |
Shakespeare In Delaware Park | Buffalo, NY | May 2015 - Aug 2015 | < 1 |
Trice Talent Services | Prince Frederick, MD | Feb 2015 - Mar 2015 | < 1 |
Shakespeare In Delaware Park | Buffalo, NY | May 2014 - Jul 2014 | < 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2023 |
- KS
- TX
-
Total Assets Under Management692,248MILLIONS
-
Total Number of Accounts4,749,388ACCOUNTS
-
Average Account Value$145,755
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.