Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Carr is a financial advisor with Ameriprise Financial Services, LLC. Patrick has over 20 years of experience in the financial services industry. Patrick is registered with FINRA and holds the Series 7, Series 26, and SIE licenses, as well as the Series 66. Patrick has previously worked for Equitable Distributors, LLC, AXA Advisors, LLC, Chase Investment Services Corp., Quick & Reilly, Inc., American Express Financial Advisors Inc., IDS Life Insurance Company, and Quest Capital Strategies, Inc. Patrick specializes in working with individuals, trusts/estates, insurance companies, charitable organizations, high-net-worth individuals, pension and profit-sharing plans, corporations or other businesses, and state or municipal government entities.
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.
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MN
06/15/2024 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
NJ
03/31/2005 - 01/04/2024
EQUITABLE DISTRIBUTORS, LLC (JERSEY CITY NJ)
NY
01/20/2005 - 04/06/2005
AXA ADVISORS, LLC (NEW YORK NY)
IL
12/08/2003 - 08/31/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
11/20/2001 - 07/10/2003
QUICK & REILLY, INC. (NEW YORK NY)
MN
09/26/2000 - 11/14/2001
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
09/26/2000 - 11/14/2001
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
CA
07/06/2000 - 07/31/2000
QUEST CAPITAL STRATEGIES, INC. (LAGUNA HILLS CA)
BOTH
Issued 10/17/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/19/2009
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/05/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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