Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Katherine Dimmer is a financial advisor with Transamerica Retirement Advisors, LLC. Patricia has been in the financial services industry since 2017. Patricia is licensed to sell securities in several states including Colorado, Arizona, and California. Patricia has also taken and passed the Series 66, Series 7 and SIE exams. Patricia is registered with FINRA and the state of Colorado. Patricia's specialties are Retirement Planning, Insurance, and Estate Planning.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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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CO
11/06/2024 - Present
Transamerica Retirement Advisors, LLC (Brighton CO)
CO
07/25/2017 - 03/26/2021
WADDELL & REED (GREELEY CO)
BOTH
Issued 02/22/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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