Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Dunham is a financial advisor at Cetera Investment Advisers LLC with over 28 years of experience in the financial industry. Patricia specializes in helping individuals, families, and businesses achieve their financial goals. Patricia has been with Cetera since 2013. Prior to that, Patricia worked at First Wall Street Corp. and Wachovia Securities, Inc. Patricia is licensed in several states, including Nevada, Texas, Arizona, California, Colorado, Florida, Idaho, Mississippi, New Jersey, and Oregon. Patricia is also a Registered Investment Advisor (RIA) and a Certified Financial Planner (CFP). Patricia offers a variety of services to her clients, including financial planning, investment management, and retirement planning. Patricia is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
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
IL
03/21/2024 - Present
Cetera Investment Advisers LLC (SCHAUMBURG IL)
NV
07/05/2007 - 02/28/2012
PACIFIC WEST SECURITIES, INC. (RENO NV)
NV
05/22/2003 - 07/06/2007
FIRST WALL STREET CORP. (RENO NV)
MO
08/02/1995 - 06/02/2003
WACHOVIA SECURITIES, INC. (ST. LOUIS MO)
IA
Issued 6/16/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 7/31/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/4/2000
Series 31 - Futures Managed Funds Examination
BC
Issued 8/1/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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