Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Gallegos is a financial advisor with Ameriprise Financial Services, LLC. Patricia is a registered representative and investment advisor representative in New Mexico and Texas. Patricia has been in the financial services industry since March 28, 2013, working with individuals, families, and businesses on a variety of financial planning needs. Ameriprise Financial Services, LLC is a financial services company that provides a variety of financial products and services, including investment management, financial planning, retirement planning, and insurance. Patricia is dedicated to helping clients achieve their financial goals.
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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2
NM
03/12/2014 - Present
Ameriprise Financial Services, LLC (Albuquerque NM)
NM
03/29/2013 - 08/13/2013
LPL FINANCIAL LLC (SANTA FE NM)
BOTH
Issued 04/22/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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