Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McAllister is an active investment advisor representative with Ameriprise Financial Services, LLC. Patrick has been working in the financial industry since June 4, 1980 and has held several positions with firms such as Wells Fargo Clearing Services, LLC, A. G. Edwards & Sons, Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick holds several securities licenses, including Series 7, Series 10, Series 24, and Series 65. Patrick McAllister offers a variety of financial services, including asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, and portfolio management for individuals and businesses.
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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2
IL
03/12/2021 - Present
Ameriprise Financial Services, LLC (CHICAGO IL)
IA
01/01/2008 - 01/24/2020
WELLS FARGO CLEARING SERVICES, LLC (DAVENPORT IA)
IL
07/06/2005 - 01/03/2008
A. G. EDWARDS & SONS, INC. (CHICAGO IL)
NY
04/20/1979 - 07/14/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 08/11/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/08/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/14/1980
Series 4 - Registered Options Principal Examination
BC
Issued 01/03/1980
Series 12 - NYSE Branch Manager Examination
BC
Issued 11/22/1978
Series 40 - Registered Principal Examination
BC
Issued 01/02/2023
Series 7TO - General Securities Representative Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/04/1986
Series 15 - Foreign Currency Options Examination
BC
Issued 07/15/1982
Series 5 - Interest Rate Options Examination
BC
Issued 08/13/1974
Series 1 - Registered Representative Examination
Active
Inactive
F
FINRA
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