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 Louise is a financial advisor with LPL Financial LLC and has been in the industry since July 27, 2010. Patrick is registered with the state of Illinois as both a Broker and an Investment Advisor Representative. Patrick is also registered as an Investment Advisor Representative in Texas. Patrick has passed the Series 6, Series 63, Series 65 and SIE exams. Patrick works out of the Woodstock, Illinois branch office of LPL Financial LLC. Patrick also previously worked at FIFTH THIRD SECURITIES, INC.. Patrick has over 10 years of experience in the industry.
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
IL
07/07/2020 - Present
LPL Financial LLC (WOODSTOCK IL)
IL
07/28/2010 - 11/27/2012
FIFTH THIRD SECURITIES, INC. (WOODSTOCK IL)
IA
Issued 04/22/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/02/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/27/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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