Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Frank? Claim Your ProfileFrank Frederick Patrick is a financial advisor with Ameriprise Financial Services, LLC, and has been in the industry since August 2002. Frank holds the Series 66, Series 7 and SIE licenses. Frank works with a wide range of clients, including individuals, high-net-worth individuals, corporations, trusts, estates, and charitable organizations. Frank specializes in providing financial planning, asset allocation, and portfolio management services. Frank has previously worked for Wunderlich Securities, Inc. and UBS Financial Services Inc.. Frank also has been registered in several states including Florida, Kentucky, Michigan, Ohio, Tennessee, and Virginia.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Asset allocation services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
MI
01/12/2018 - Present
Ameriprise Financial Services, LLC (Brighton MI)
MI
03/06/2015 - 01/16/2018
WUNDERLICH SECURITIES, INC. (PLYMOUTH MI)
MI
10/05/2009 - 03/12/2015
AMERIPRISE FINANCIAL SERVICES, INC. (LIVONIA MI)
MI
03/14/2008 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (LIVONIA MI)
MI
08/06/2002 - 03/26/2008
UBS FINANCIAL SERVICES INC. (FARMINGTON HILLS MI)
BOTH
Issued 08/29/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/05/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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