Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Longmore is a financial professional with over 20 years of experience in the industry. Currently, Patricia is registered with Athene Securities, LLC in West Des Moines, Iowa. Patricia previously held positions with Symetra Securities, Inc., Mutual of Omaha Investor Services, Inc., Patrick Capital Markets, LLC, Pacific Select Distributors, LLC, Unified Financial Securities, Inc., Guggenheim Funds Distributors, LLC, Highmark Funds Distributors, Inc., PFPC Distributors, Inc., SEI Investments Distribution Co., American Express Financial Advisors Inc., IDS Life Insurance Company, ING Funds Distributor, LLC, and Paine Webber Incorporated. Patricia holds both Series 7 and Series 63 licenses.
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.
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.
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2
IA
01/26/2023 - Present
Athene Securities, LLC (WEST DES MOINES IA)
WA
06/11/2021 - 01/23/2023
SYMETRA SECURITIES, INC. (BELLEVUE WA)
NE
03/01/2019 - 06/09/2020
MUTUAL OF OMAHA INVESTOR SERVICES, INC. (OMAHA NE)
CA
12/07/2018 - 01/31/2019
PATRICK CAPITAL MARKETS, LLC (Corona del Mar CA)
NE
08/31/2015 - 09/20/2018
PACIFIC SELECT DISTRIBUTORS, LLC (OMAHA NE)
IN
06/27/2014 - 03/10/2015
UNIFIED FINANCIAL SECURITIES, INC. (INDIANAPOLIS IN)
IL
05/06/2011 - 08/14/2012
GUGGENHEIM FUNDS DISTRIBUTORS, LLC (CHICAGO IL)
ME
01/02/2009 - 04/28/2011
HIGHMARK FUNDS DISTRIBUTORS, INC. (PORTLAND ME)
ME
01/02/2008 - 12/31/2008
PFPC DISTRIBUTORS, INC. (PORTLAND ME)
PA
03/24/2005 - 12/31/2007
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
MN
01/03/2005 - 01/26/2005
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
01/03/2005 - 01/26/2005
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CT
03/23/1999 - 11/25/2003
ING FUNDS DISTRIBUTOR, LLC (WINDSOR CT)
NJ
05/22/1997 - 03/18/1999
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 06/18/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/09/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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