Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Allen Porter is a financial advisor registered with Ameriprise Financial Services, LLC. Patrick has been in the financial services industry since 1984 and has a broad range of experience serving clients in a variety of areas, including financial planning, portfolio management, and pension consulting. Patrick has passed the Series 3, 7, and 63 exams. He is also a Series 65 licensed advisor. Patrick holds a current registration in Utah and Texas and is a member of the Ameriprise team in Salt Lake City.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
UT
01/23/2017 - Present
Ameriprise Financial Services, LLC (Salt Lake City UT)
UT
03/17/2009 - 02/02/2017
RBC CAPITAL MARKETS, LLC (SALT LAKE CITY UT)
UT
07/01/2003 - 03/17/2009
WACHOVIA SECURITIES, LLC (SALT LAKE CITY UT)
NY
06/13/1984 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 07/02/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/25/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/09/1985
Series 3 - National Commodity Futures Examination
BC
Issued 05/19/1984
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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