Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Adam? Claim Your ProfileAdam Lee Patten is a financial advisor with Prota Financial. Adam is a registered investment advisor (IA) and has been in the industry since 2020. Adam is licensed in Texas. Before joining Prota Financial, Adam was employed at Thrivent Investment Management INC. Adam earned the Series 66, Series 7, and SIE exams. Adam has a broad range of experience and specializations, including financial planning, portfolio management for individuals, and selection of other advisers. Adam serves a variety of clients including individuals, high-net-worth individuals, corporations or other businesses, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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TX
01/13/2021 - Present
Prota Financial (HOUSTON TX)
TX
05/11/2020 - 01/20/2021
THRIVENT INVESTMENT MANAGEMENT INC. (Houston TX)
BOTH
Issued 06/04/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/09/2020
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
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