Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dean Lampe is an active financial advisor. Patrick has been in the industry since 1995. Patrick is currently registered with Wells Fargo Advisors Financial Network, LLC. Patrick is also a registered investment advisor. Patrick holds the Series 6, Series 7, Series 63, and Series 65 licenses. Patrick has over 27 years of experience and is registered in numerous states. Patrick works with high net worth individuals, charitable organizations, pension and profit sharing plans, corporations or other businesses, and individuals other than high net worth. Patrick's previous firms include Wells Fargo Advisors, LLC, NATIXIS DISTRIBUTORS, L.P., WM FUNDS DISTRIBUTOR, INC., ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC., NYLIFE SECURITIES INC., ENDEAVOR GROUP, and NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC.
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.
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.
Investment consulting services to institutional 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
12/09/2011 - Present
Wells Fargo Advisors Financial Network, LLC (THE VILLAGES FL)
IL
03/02/2009 - 12/09/2011
WELLS FARGO ADVISORS, LLC (MT. VERNON IL)
MA
08/10/2006 - 01/13/2009
NATIXIS DISTRIBUTORS, L.P. (BOSTON MA)
IA
02/11/2004 - 08/02/2006
WM FUNDS DISTRIBUTOR, INC. (DES MOINES IA)
TN
03/12/1999 - 12/08/2003
ALLIANCEBERNSTEIN INVESTMENT RESEARCH AND MANAGEMENT, INC. (NASHVILLE TN)
NY
05/05/1998 - 06/08/1999
NYLIFE SECURITIES INC. (NEW YORK NY)
CO
09/20/1997 - 04/08/1998
ENDEAVOR GROUP (DENVER CO)
WI
05/22/1995 - 09/24/1997
NORTHWESTERN MUTUAL INVESTMENT SERVICES, INC. (MILWAUKEE WI)
IA
Issued 03/05/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/03/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/19/2002
Series 7 - General Securities Representative Examination
BC
Issued 05/19/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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