Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Duggan is a financial advisor with over 10 years of experience in the industry. Patrick is currently registered with Cetera Investment Advisers LLC and has been with them since August 2022. Previously, Patrick worked at U.S. Bancorp Investments, Inc. and Fifth Third Securities. Patrick is a Series 7 and Series 66 licensed professional. Cetera Investment Advisers LLC provides financial planning, portfolio management for individuals and businesses, and pension consulting.
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.
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
08/23/2022 - Present
Cetera Investment Advisers LLC (LOMBARD IL)
IL
08/12/2021 - 08/22/2022
FIFTH THIRD SECURITIES, INC. (CHICAGO IL)
IL
12/06/2018 - 08/10/2021
U.S. BANCORP INVESTMENTS, INC. (CHICAGO IL)
IL
11/27/2017 - 10/04/2018
AMERIPRISE FINANCIAL SERVICES, INC. (Chicago IL)
IL
10/22/2014 - 12/07/2017
J.P. MORGAN SECURITIES LLC (CHICAGO IL)
IL
02/16/2012 - 10/02/2014
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
BOTH
Issued 03/15/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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