Unclaimed
Patricia Anastasia Sidorick is an Investment Advisor Representative associated with Ameriprise Financial Services, LLC in Henderson, NV. Patricia has been in the financial services industry since October 7, 2006. She is registered with the state of Nevada, and is also registered in Texas, and many other states. She has a Series 66 license, along with Series 7 and SIE licenses. Patricia offers financial planning, portfolio management for individuals and businesses, as well as educational seminars. Patricia has experience working with a variety of clients, including individuals, trusts/estates, insurance companies, charitable organizations, pension and profit sharing plans, and corporations. Her experience with Ameriprise spans over a decade.
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.
1
2
NV
01/14/2013 - Present
Ameriprise Financial Services, LLC (Henderson NV)
NY
07/24/2006 - 01/05/2012
AMERIPRISE FINANCIAL SERVICES, INC. (NEW YORK NY)
BOTH
Issued 08/17/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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