Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ylitalo is a financial advisor registered with Valic Financial Advisors, Inc. Patrick is currently registered with the state of Illinois, Michigan and Wisconsin as both a Registered Representative and Investment Advisor Representative. Patrick specializes in providing Financial Planning, Selection of Other Advisers, Portfolio Management for Individuals, and other advisory services. Patrick has experience in various industries, including automotive and insurance. Patrick is currently licensed to sell Non-Securities Insurance products through AGIA.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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
MI
03/17/2023 - Present
Valic Financial Advisors, Inc. (MARQUETTE MI)
BOTH
Issued 12/31/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/13/2022
Series 7TO - General Securities Representative Examination
BC
Issued 08/16/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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