Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Stelman is a financial professional with over 20 years of experience in the financial services industry. Patricia has been with Cambridge Investment Research, Inc. since 2009 and has a strong understanding of investment strategies. Patricia's experience spans multiple firms, including LPL Financial Corporation, American Express Financial Advisors Inc., and IDS Life Insurance Company.
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.
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.
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2
IA
06/08/2021 - Present
Cambridge Investment Research, Inc. (FAIRFIELD IA)
MI
11/13/2009 - 07/13/2018
CAMBRIDGE INVESTMENT RESEARCH, INC. (Shelby Twp MI)
SC
06/18/1999 - 11/25/2009
LPL FINANCIAL CORPORATION (FORT MILL SC)
MN
10/03/1995 - 06/29/1999
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/03/1995 - 06/29/1999
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 10/19/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/02/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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