Unclaimed
Patrick Dickson is a financial advisor registered with Park Avenue Securities LLC. Patrick has been in the financial services industry since September 19, 2000. Patrick has a wide range of experience in the financial services industry and has worked with clients of all types. Patrick is registered with the Securities Investor Protection Corporation (SIPC) and is a member of FINRA. Patrick holds several licenses including Series 66, Series 4, Series 51, Series 24 and Series 7. Patrick is also registered with the states of Alabama, Alaska, Arizona, California, Colorado, Florida, Idaho, Indiana, Iowa, Louisiana, Maryland, Michigan, Minnesota, Nebraska, New Jersey, North Carolina, North Dakota, Oregon, Pennsylvania, Rhode Island, South Dakota, Texas, Utah, Washington, and Wisconsin. Park Avenue Securities LLC provides a wide range of financial services, including investment advice, financial planning, and insurance. The firm is headquartered in New York, NY and has approximately 1,643 licensed agents and 1,730 registered representatives. The firm serves a diverse clientele, including individuals, businesses, charitable organizations, and pension and profit-sharing plans.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
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
02/17/2023 - Present
Park Avenue Securities LLC (HOUSTON TX)
TX
07/22/2010 - 07/01/2011
MML INVESTORS SERVICES, LLC (HOUSTON TX)
TX
09/04/2009 - 07/13/2010
INVESTMENT PROFESSIONALS, INC. (FRIENDSWOOD TX)
TX
09/13/2000 - 09/14/2009
AMERIPRISE FINANCIAL SERVICES, INC. (HOUSTON TX)
MN
09/13/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BOTH
Issued 09/22/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/29/2006
Series 4 - Registered Options Principal Examination
BC
Issued 09/20/2005
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 08/16/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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