Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Irene Henjum has been in the financial industry since February 5, 2013. Patrice is currently registered with Moloney Securities Asset Management LLC and has a combined 9 state licenses. Patrice has been registered in the state of Minnesota since March 28, 2014, and is licensed in Florida, Idaho, Iowa, Minnesota, Ohio, Oregon, South Dakota, Texas, and Utah. Patrice holds Series 63, 66, 7, and SIE licenses, and has taken both product and state exams. Patrice is currently offering financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MO
12/09/2016 - Present
Moloney Securities Asset Management LLC (MANCHESTER MO)
MN
02/05/2013 - 03/28/2014
MINNESOTA VALLEY INVESTMENTS (REDWOOD FALLS MN)
BOTH
Issued 12/10/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/30/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/29/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrice Henjum is the right advisor for you? Invested Better is here to help.
