Company Information

Get to know Finanz-Konzept Patrick Walleth

Finanz-Konzept Patrick Walleth is an independent financial and insurance advisory firm led by its owner, Patrick Walleth. The company operates as a financial and insurance broker ("Finanz- und Versicherungsmakler"), focusing on providing personalized, client-centric advice. Its mission is to develop tailored financial strategies for private clients, covering a wide range of services including insurance, investments, retirement planning, and financing. The firm prides itself on its independence from banks and insurance companies, aiming to find the best solutions for its clients' individual needs and financial goals.

Industry

Financial Financial AdvisementPRIMARY
Financial Other Service

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Finanz-Konzept Patrick Walleth

Germany

Founded in

2018 (8 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.