Patricia
Cage
Cbiz Financial Solutions, Inc
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About this Advisor
Patricia Cage is a financial advisor working in Columbia, Maryland who has 13 years of industry experience. Cage works at Cbiz Financial Solutions, Inc. Throughout their career, Cage has worked at Cbiz Financial Solutions, Inc and Cbiz Benefits & Insurance Services (Formerly Benicor Associates). Cage holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in Maryland. Cbiz Financial Solutions, Inc is an advisory firm that has its headquarters in Independence, OH. The investment advisory business has offices in seven locations and a total of 27 people on staff. It controls $58 million in assets under management between its 42 client accounts, making it one of the smaller investment advisory firms in the country by assets under management. Cbiz Financial Solutions, Inc has a diverse range of services, including portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Financial advisory fees typically are based on which service is provided. Fees charged by Cbiz Financial Solutions, Inc can consist of any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cbiz Financial Solutions, Inc Brokerage Details
$57,856,282
27
42
$1,377,531
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Patricia Cage Work History
Patricia has been registered as a financial advisor for 13 years.*
Cbiz Financial Solutions, Inc
Cbiz Benefits & Insurance Services (Formerly Benicor Associates)
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patricia Cage to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cbiz Retirement Plan Advisory Services
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Cumberland, MD
Kansas City, MO
Independence, OH
Saint Louis, MO
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