Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick MacAbasco is a financial advisor at Ameriprise Financial Services, LLC. Patrick has been in the financial services industry since 2002, providing advice to individuals, businesses, and trusts. Patrick is a Series 7 and 66 licensed advisor and holds the SIE designation. Patrick has worked at multiple financial firms including BB&T Securities, LLC, BB&T Investment Services, Inc., Wells Fargo Clearing Services, LLC, Wachovia Securities, LLC, Merrill Lynch, Pierce, Fenner & Smith Incorporated, American Express Financial Advisors Inc., and IDS Life Insurance Company. Ameriprise Financial Services, LLC is a registered investment advisor that provides a variety of financial services to individuals, businesses, and institutions. The firm has over $479 billion in assets under management and serves clients in all 50 states.
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.
1
2
FL
08/04/2023 - Present
Ameriprise Financial Services, LLC (JACKSONVILLE FL)
FL
01/02/2018 - 07/31/2019
BB&T SECURITIES, LLC (JACKSONVILLE FL)
FL
06/27/2017 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (JACKSONVILLE FL)
FL
12/17/2009 - 06/15/2017
WELLS FARGO CLEARING SERVICES, LLC (JACKSONVILLE FL)
FL
03/27/2007 - 01/26/2009
WACHOVIA SECURITIES, LLC (JACKSONVILLE FL)
FL
11/20/2003 - 06/16/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (JACKSONVILLE FL)
MN
09/04/2002 - 11/14/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/04/2002 - 11/14/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 06/22/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/20/2023
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick MacAbasco is the right advisor for you? Invested Better is here to help.
