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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Marie MacGibbon is a financial advisor with over 30 years of experience in the financial services industry. Patrice is currently registered with Onedigital Investment Advisors LLC and has previously been registered with a number of other firms including Triad Advisors, Cambridge Investment Research, Inc., Charles Schwab & Co., Inc. and Wells Fargo Advisors, LLC. Patrice holds Series 6, 7 and 63 licenses and the SIE exam. Patrice has been a licensed insurance agent since 2012. Patrice specializes in providing financial advice to individuals, corporations, and other businesses, as well as non-profits and trusts. Patrice is passionate about helping clients achieve their financial goals and provides a variety of financial services, including financial planning, portfolio management, and retirement planning.
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.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
MN
12/19/2019 - Present
Onedigital Investment Advisors (Minnetonka MN)
MN
01/02/2020 - 08/23/2024
TRIAD ADVISORS LLC (Minnetonka MN)
MN
11/02/2012 - 12/31/2019
CAMBRIDGE INVESTMENT RESEARCH, INC. (Edina MN)
MN
02/09/2012 - 11/15/2012
CHARLES SCHWAB & CO., INC. (EDINA MN)
MN
01/03/2011 - 11/07/2011
WELLS FARGO ADVISORS, LLC (MINNEAPOLIS MN)
MN
06/29/2005 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MO
09/06/2002 - 10/17/2003
FIRST HEARTLAND CAPITAL, INC. (LAKE ST. LOUIS MO)
MN
04/20/1999 - 09/20/2000
SYMMETRIC INVESTMENTS, INC. (MINNETONKA MN)
MA
04/20/1995 - 04/15/1999
MUTUAL SERVICE CORPORATION (BOSTON MA)
NJ
11/14/1995 - 04/13/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
OH
10/13/1992 - 04/18/1995
FIRST OF AMERICA BROKERAGE SERVICE, INC. (CLEVELAND OH)
IL
05/23/1989 - 12/20/1990
PAL-STAR MANAGEMENT CORPORATION (DECATUR IL)
CT
06/27/1989 - 08/02/1990
NWNL MANAGEMENT CORPORATION (WINDSOR CT)
NA
03/07/1988 - 05/18/1989
AMERICAN EXPRESS FINANCIAL ADVISORS INC.
NA
03/07/1988 - 05/18/1989
IDS LIFE INSURANCE COMPANY
NA
01/06/1984 - 02/12/1988
AMEV INVESTORS, INC.
BC
Issued 01/10/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/1992
Series 7 - General Securities Representative Examination
BC
Issued 12/06/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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