Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lynn kelley Bettendorf is a financial advisor registered with LPL Financial LLC. Patricia has over 8 years of experience in the financial services industry, previously working at PARK AVENUE SECURITIES LLC and THRIVENT INVESTMENT MANAGEMENT INC. Patricia is licensed to provide investment advice and services in Arizona, California, Florida, Indiana, Minnesota, Oregon and Wisconsin. Patricia holds the Series 7, Series 63 and SIE licenses. Patricia Lynn kelley Bettendorf and LPL Financial LLC focus on providing services to individuals, businesses, charitable organizations, high-net-worth individuals, pension and profit-sharing plans and state or municipal government entities.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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MN
03/25/2022 - Present
LPL Financial LLC (EDINA MN)
MN
03/20/2020 - 03/23/2022
PARK AVENUE SECURITIES LLC (EDINA MN)
MN
01/26/2015 - 08/07/2019
THRIVENT INVESTMENT MANAGEMENT INC. (EAGAN MN)
BC
Issued 03/04/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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