Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Chorn is a financial advisor with Ameriprise Financial Services, LLC. Patricia has been a financial advisor since 1991 and holds Series 3, 7, 9, 10, 63, and 66 licenses. Patricia is registered to provide investment advice in 38 states and the District of Columbia. Ameriprise Financial Services, LLC, is a national financial services firm offering a wide range of financial products and services to individuals and businesses.
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
CA
01/23/2022 - Present
Ameriprise Financial Services, LLC (ROSEVILLE CA)
CA
06/15/2012 - 03/20/2017
MORGAN STANLEY (FOLSOM CA)
CA
04/15/2011 - 02/10/2012
MORGAN STANLEY SMITH BARNEY (FOLSOM CA)
CA
10/18/2010 - 03/22/2011
WELLS FARGO ADVISORS, LLC (ROSEVILLE CA)
CA
06/01/2009 - 06/21/2010
MORGAN STANLEY SMITH BARNEY (SACRAMENTO CA)
CA
03/02/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SACRAMENTO CA)
NY
03/29/1995 - 06/18/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
MO
04/07/1994 - 03/17/1995
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NY
07/17/1990 - 04/18/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
BOTH
Issued 11/11/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/04/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/28/2005
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/14/2005
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/21/2006
Series 3 - National Commodity Futures Examination
BC
Issued 07/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Chorn is the right advisor for you? Invested Better is here to help.
