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Patricia M Beine

Harbour Investments, Inc.

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About Patricia M Beine

Patricia Beine is an investment advisor representative at Harbour Investments, Inc. Patricia has been in the industry since 2003, and holds Series 6, 63, 22 and SIE licenses. Patricia has worked at Harbour Investments, Inc. since 2016. Before working at Harbour Investments, Inc. Patricia worked at THE STRATEGIC FINANCIAL ALLIANCE, INC. and WORLD GROUP SECURITIES, INC. Patricia has a large client base with a strong focus on individual and high net worth individuals, pension and profit-sharing plans and corporations and other businesses. Patricia's services include financial planning, selection of other advisors, and portfolio management for individuals.

Firm Information

Patricia Beine is currently registered with Harbour Investments, Inc.. Harbour Investments, Inc. is a Corporation based in Madison, WI, formed in 1987 and approved by the SEC. With over 200 licensed agents and investment advisor representatives, the firm manages between $1 billion and $10 billion in assets for a wide range of clients, including individuals, high net worth individuals, corporations, insurance companies, charitable organizations, and pension plans. Harbour Investments, Inc. offers financial planning, portfolio management for individuals, and selection of other advisors. The firm is registered in all 50 states and the District of Columbia.
Harbour Investments, Inc.

575 D'ONOFRIO DRIVE

MADISON, WI 53719

$6.10B

Assets Under Management

3,206

Total Clients

274

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Patricia Beine’s Registration & Firm History

WI

04/04/2016 - Present

Harbour Investments, Inc. (Greenfield WI)

WI

10/30/2010 - 04/13/2016

THE STRATEGIC FINANCIAL ALLIANCE, INC. (GREENFIELD WI)

IL

04/21/2003 - 11/02/2010

WORLD GROUP SECURITIES, INC. (NORTHBROOK IL)

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Licenses & Designations

IA

Issued 08/04/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/19/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/2018

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 04/19/2003

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia M Beine.
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