Unclaimed
Patrick Gorkow is an investment advisor representative with LPL Financial LLC. Patrick has been in the financial services industry since February 4, 1993. Patrick holds the Series 7, Series 63 and Series 65 licenses and has been registered with the Financial Industry Regulatory Authority (FINRA) since 2024. Patrick has a background in securities, tax preparation, and insurance. Patrick provides financial planning, consulting and other advisory services to individuals, businesses, and charitable organizations.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
IA
09/24/2024 - Present
LPL Financial LLC (VAN HORNE IA)
IA
12/10/2014 - 06/14/2024
SECURITIES AMERICA, INC. (VAN HORNE IA)
IA
05/30/2006 - 12/11/2014
VOYA FINANCIAL ADVISORS, INC. (VAN HORNE IA)
IA
02/05/1993 - 06/14/2006
AMERIPRISE FINANCIAL SERVICES, INC. (HIAWATHA IA)
MN
02/05/1993 - 06/14/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
IA
Issued 09/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/09/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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