Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Brian Murray is a financial advisor registered with Ameriprise Financial Services, LLC. Patrick has been in the financial services industry since 1991. Patrick is licensed to provide financial advice in Arkansas, California, Colorado, Florida, Illinois, Iowa, Michigan, Minnesota, Missouri, Nevada, New Mexico, New York, North Carolina, Ohio, Oklahoma, Pennsylvania, Texas, Vermont, Washington, and Wisconsin. Patrick is a registered representative of Ameriprise Financial Services, LLC and an investment advisor representative of Ameriprise Financial Services, LLC.
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
IL
09/15/2022 - Present
Ameriprise Financial Services, LLC (Berkeley IL)
IL
06/09/2017 - 09/24/2018
INVESTMENT PROFESSIONALS, INC. (Downers Grove IL)
IL
09/18/2013 - 10/22/2014
LPL FINANCIAL LLC (MELROSE PARK IL)
IL
06/05/2012 - 09/18/2013
FIRSTMERIT FINANCIAL SERVICES, INC (MELROSE PARK IL)
IL
01/26/2007 - 03/22/2011
PRIMEVEST FINANCIAL SERVICES, INC. (PRINCETON IL)
IL
10/06/2004 - 12/01/2006
PRIMEVEST FINANCIAL SERVICES, INC. (PRINCETON IL)
NC
01/23/2003 - 04/13/2004
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
NY
06/30/1999 - 01/30/2003
IFMG SECURITIES, INC. (PURCHASE NY)
NY
09/05/1997 - 06/29/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
IL
07/14/1997 - 09/02/1997
RE-DIRECT SECURITIES CORP (VILLA PARK IL)
OH
05/06/1993 - 06/25/1997
NI SECURITIES CORP. (AKRON OH)
IL
02/03/1987 - 06/21/1991
DREHER & ASSOCIATES, INC. (OAKBROOK TERRACE IL)
NA
03/07/1985 - 02/10/1987
MUTUAL SERVICE CORPORATION
BOTH
Issued 07/20/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/09/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/11/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/09/1986
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/14/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 03/06/1985
Series 22 - Direct Participation Programs Representative Examination
Active
Inactive
F
FINRA
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