Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Sorensen is an investment advisor representative with Sorensen Financial Management. Patricia is a registered investment advisor with licenses in Colorado and Texas. Patricia has over 30 years of experience in the financial services industry. Patricia is dedicated 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
A percentage of the total value of assets under management is charged.
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2
CO
02/22/2011 - Present
Sorensen Financial Management (EVERGREEN CO)
CO
07/06/1992 - 04/30/2010
COMMONWEALTH FINANCIAL NETWORK (EVERGREEN CO)
TX
11/14/1989 - 07/06/1992
KAVANAUGH SECURITIES, INC. (DALLAS TX)
NA
08/26/1986 - 11/17/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
03/05/1984 - 09/03/1986
HANIFEN, IMHOFF INC.
NA
10/19/1983 - 03/23/1984
BOETTCHER & COMPANY, INC.
BC
Issued 06/11/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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