Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lindsey? Claim Your ProfileLindsey Nicole Patten is a financial advisor registered with Ameriprise Financial Services, LLC. Lindsey's professional experience spans over a decade in the industry, with her first role in the financial services sector beginning in March 2010. Lindsey holds several professional licenses, including Series 6, SIE, and Series 99TO, showcasing her commitment to staying current with industry standards. Her expertise extends to various financial services areas, including asset allocation, financial planning, pension consulting, educational seminars, and portfolio management.
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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07/26/2023 - Present
Ameriprise Financial Services, LLC (West Linn OR)
OH
11/08/2016 - 06/26/2023
VALMARK SECURITIES, INC. (KETTERING OH)
OH
03/18/2010 - 10/21/2016
THE HUNTINGTON INVESTMENT COMPANY (CENTERVILLE OH)
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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