Unclaimed
Girlie Bacacao Patatag is a financial professional with over six years of experience in the industry. Currently registered with Alliance-ONE Investments, LLC, Girlie holds a Series 63, SIE, and Series 6 license. Girlie has previously worked at Riversource Distributors, Inc. Prior to joining Alliance-ONE Investments, LLC, Girlie was a representative for Riversource Distributors, Inc., based in Minneapolis, MN.
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.
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.
1
2
OK
05/16/2024 - Present
Alliance-ONE Investments, LLC (Tulsa OK)
MN
08/17/2017 - 02/03/2021
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
BC
Issued 09/04/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/16/2024
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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