Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Andrew Neukom is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Colorado Springs, CO. Patrick has been in the financial industry since December 27, 2000, and holds a Series 6, Series 7, and Series 66 license. Patrick has also passed the Securities Industry Essentials Examination (SIE) in 2018. Prior to joining Raymond James, Patrick was associated with WELLS FARGO CLEARING SERVICES, LLC, and WELLS FARGO INVESTMENTS, LLC. Patrick provides financial advice and services to a variety of clients, including individuals, corporations, and institutions.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
09/05/2023 - Present
Raymond James Financial Services Advisors, Inc. (Colorado Springs CO)
CO
01/03/2011 - 09/11/2023
WELLS FARGO CLEARING SERVICES, LLC (MONUMENT CO)
CO
09/07/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MONUMENT CO)
CO
12/21/2000 - 08/30/2007
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 09/18/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/06/2002
Series 7 - General Securities Representative Examination
BC
Issued 12/20/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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