Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Meister is a financial advisor at LPL Financial LLC in Brookfield, Wisconsin. Patrick has been in the financial services industry since 2006. Patrick holds the Series 66, SIE, and Series 7 securities licenses. Patrick's previous employers include Woodbury Financial Services, Inc., U.S. Bancorp Investments, Inc., IFMG Securities, Inc., Ameriprise Financial Services, Inc., and Commonwealth Financial Network. Patrick has a total of 7 years of experience in the investment advisory business.
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.
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2
WI
10/18/2021 - Present
LPL Financial LLC (BROOKFIELD WI)
WI
01/25/2018 - 10/19/2021
WOODBURY FINANCIAL SERVICES, INC. (OCONOMOWOC WI)
WI
07/01/2015 - 02/02/2018
LPL FINANCIAL LLC (GREEN BAY WI)
WI
06/10/2013 - 07/02/2015
U.S. BANCORP INVESTMENTS, INC. (ELM GROVE WI)
WI
03/08/2010 - 06/24/2013
LPL FINANCIAL LLC (FENNIMORE WI)
WI
02/29/2008 - 02/19/2010
COMMONWEALTH FINANCIAL NETWORK (WALWORTH WI)
WI
09/22/2006 - 03/04/2008
IFMG SECURITIES, INC. (OCONTO WI)
WI
03/08/2006 - 09/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (BROOKFIELD WI)
BOTH
Issued 03/23/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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