Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Gallagher Everett has been in the financial services industry since 1987. Patricia is a Certified Financial Planner™ professional and is currently registered with Ameriprise Financial Services, LLC in Maine and New Hampshire. Patricia has held previous roles with Ameriprise Financial Services, Inc. and other firms. Patricia is committed to providing her clients with personalized financial advice and guidance.
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
NH
09/16/2013 - Present
Ameriprise Financial Services, LLC (Portsmouth NH)
NH
08/10/2009 - 07/16/2013
AMERIPRISE FINANCIAL SERVICES, INC. (BEDFORD NH)
ME
10/02/1991 - 07/10/2009
AMERIPRISE FINANCIAL SERVICES, INC. (SCARBOROUGH ME)
MN
10/02/1991 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
12/06/1989 - 05/01/1991
FN INVESTMENT CENTER (SACRAMENTO CA)
WI
07/14/1988 - 10/11/1989
ISFA CORPORATION (APPLETON WI)
NA
09/02/1987 - 04/14/1988
PAMCO SECURITIES AND INSURANCE SERVICES
NA
08/03/1987 - 08/06/1987
GNA SECURITIES, INC.
NA
07/09/1986 - 02/04/1987
THE STUART-JAMES COMPANY, INC.
NA
10/25/1985 - 01/30/1986
BLINDER, ROBINSON & CO.,INC.
BC
Issued 10/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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