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Patrick Lauderdale, CFP, CMT

Patrick Lauderdale, CFP, CMT

Vice President at Uhlmann Price Securities, LLC. A Fresh Approach to Achieving your Life Goals

Greater Chicago Area

Assist families, foundations and money management professionals via technical analysis or charting to enhance traditional metrics followed by most.

My Focal Point

I am a Certified Financial Planner, CFP@ which is the highest planning designation in the industry. My formal planning background encompasses investments, insurance, tax, estate and retirement planning.

What differentiates me from most is my charting expertise which comes from achieving the Chartered Market Designation, CMT and 28 plus years experience. I actively chart currencies, commodities, bonds and equities.

My expertise can be applied to many situations:
- Maybe you are a family that doesn’t have the expertise to know what percentage of one's assets to have in currencies, commodities, bonds and stocks.
- Perhaps you own a company that has revenues and expenses in overseas countries. Knowing the trends of world currencies could be valuable information.
- Or maybe you are a money manager whose strength is fundamental analysis on sectors or specific stocks but would like assistance with the timing of buying or selling securities.

Communication and education is something I strive to provide my clients. In addition to quarterly reviews my clients receive six or seven market updates a year on an asset class, stock or sector of the market that is having a significant multi-year change of trend. The updates are researched and written by me. My clients have been receiving these actionable updates for almost ten years and have found them to be quite
beneficial.

If you would like to receive my market updates, for a 6-month trial email me your request. If you have a unique situation feel free to contact me directly.

I encourage you to connect on Linkedin, by e-mail or phone.

Plauderdale@upssecurities.com
+1 312.264.4410


Experience:

  • Vice President, Financial Advisor (William Blair & Company, LLC)
  • Vice President, Portfolio Manager (Morgan Stanley Smith Barney)
  • Personal Banking Officer (First National Bank of Chicago)
  • Vice President (Uhlmann Price Securities, LLC)

Skills:

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