Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dwyer Sell is a financial advisor with Ameriprise Financial Services, LLC. Patrick has been in the industry since February 7, 2002. Patrick is registered as a registered representative with FINRA and is licensed in 22 states. Patrick has also been a registered investment advisor for 2 years. Patrick has a Series 66 license and has passed the Series 7 and SIE exams. Patrick specializes in the areas of retirement planning, college savings, and estate planning. Patrick provides services such as financial planning, investment management, and insurance planning. Patrick has experience working with individual clients and families, as well as businesses.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MN
03/06/2017 - Present
Ameriprise Financial Services, LLC (MANKATO MN)
IL
06/11/2014 - 01/04/2017
DEUTSCHE AM DISTRIBUTORS, INC. (CHICAGO IL)
CT
05/03/2007 - 04/11/2014
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
MN
01/01/2007 - 05/05/2007
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
08/02/2002 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
NJ
07/09/2001 - 03/20/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 07/27/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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