Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice McCann-koerselman is an active financial advisor, registered in the state of North Dakota. Patrice has been in the financial services industry since February 24, 2001. She is currently registered with MWA Financial Services Inc. and is located in Horace, North Dakota. Patrice has been with MWA Financial Services Inc. since January 28, 2017. Patrice is also registered with the state of Florida, Minnesota, and South Dakota. Patrice has a Series 6, Series 26, and Series 63 license. She is also a Chartered Financial Consultant. Patrice is a member of the North Dakota Securities Commission. Patrice specializes in providing financial planning, selection of other advisors, and portfolio management for individuals and businesses. Patrice is a licensed financial advisor and has a strong track record of success in the industry.
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.
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.
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ND
01/28/2017 - Present
MWA Financial Services Inc. (Horace ND)
IA
02/10/2000 - 12/31/2000
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
BC
Issued 02/16/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/22/2024
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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