Unclaimed
Patricia Salinas Himelick is a financial professional with over 38 years of experience in the industry. Patricia is currently registered with Cetera Investment Advisers LLC in Austin, Texas. Patricia has previously been registered with VOYA FINANCIAL ADVISORS, INC., ING FINANCIAL ADVISERS, LLC, AETNA FINANCIAL SERVICES, INC., SYSTEMATIZED BENEFITS ADMINISTRATORS, INC., AETNA LIFE INSURANCE AND ANNUITY COMPANY, H. KERR TAYLOR & COMPANY, INC., and TEXVEST SECURITIES CORPORATION. Patricia holds the Series 6, 7, 63 and 65 securities licenses. Patricia offers a range of services including financial planning, portfolio management for individuals and businesses, pension consulting and educational seminars. Patricia is dedicated to helping clients achieve their financial goals.
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.
1
2
TX
06/29/2023 - Present
Cetera Investment Advisers LLC (AUSTIN TX)
TX
01/03/2011 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (AUSTIN TX)
TX
10/15/1993 - 01/03/2011
ING FINANCIAL ADVISERS, LLC (AUSTIN TX)
CT
10/23/1995 - 09/22/2000
AETNA FINANCIAL SERVICES, INC. (HARTFORD CT)
CT
05/02/1990 - 10/15/1993
SYSTEMATIZED BENEFITS ADMINISTRATORS, INC. (WINDSOR CT)
CT
07/16/1984 - 10/15/1993
AETNA LIFE INSURANCE AND ANNUITY COMPANY (HARTFORD CT)
NA
05/21/1987 - 06/03/1988
H. KERR TAYLOR & COMPANY, INC.
NA
07/17/1985 - 02/18/1987
TEXVEST SECURITIES CORPORATION
IA
Issued 8/31/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/23/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 4/20/1985
Series 7 - General Securities Representative Examination
BC
Issued 7/13/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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