Patrick R. Velekei, CFP®
Phone: 610 373-7311 Patrick Velekei began his financial services career in 1999 and joined The Giles Financial Group in 2002. He works primarily in the areas of retirement and estate planning - helping small business owners and professionals to reach their retirement income goals, while also considering methods to maximize assets to their heirs.
Patrick is a graduate of Shippensburg University with a Bachelor’s degree in Business Administration, double majoring in Finance and Management Science. He is a CERTIFIED FINANCIAL PLANNERTM, as well as a Registered Securities Principal and Investment Advisor Representative through NFP Securities, Inc. He holds series 6 (Investment Company Products/Variable Contracts Limited Representative), 7 (General Securities Representative), 63 (Uniform Securities Agent State Law Exam), 66 (Uniform Combined State Law Exam), 24 (General Securities Principal) and 53 (Municipal Securities Principal) securities licenses, as well as life and health insurance licenses.
Patrick is a past President of the Reading Association of Insurance and Financial Advisors, as well as a member of the Berks County Estate Planning Council. As a graduate of the Leadership Berks program, he continues to be actively involved in the local community, currently serving on boards for the Boy Scouts, Greater Reading Young Professionals, and West Reading-Wyomissing Rotary Club. Patrick is also actively involved in his church, St John’s Lutheran in Sinking Spring, PA. He is a graduate of Wilson High School and currently resides in Wyomissing, PA with his wife and daughter.
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16 Commerce Dr. PO Box 7005 Phone: 610 373-7311 |
* Securities offered through Registered Representatives of NFP Securities, Inc., A Broker/Dealer and Member FINRA/SIPC ** Investment Advisory Services offered through Investment Advisory Representatives of NFP Securities, Inc. a Federally Registered Investment Advisor. The Giles Financial Group is a member of Partners Financial, a division of NFP Insurance Services, Inc., which is a subsidiary of National Financial Partners Corp (NFP), the parent company of NFP Securities, Inc.
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