Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McKim is a financial advisor with Cetera Investment Advisers LLC. Patrick has been in the industry since 1992 and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Patrick is a Certified Financial Planner™ and holds Series 7, 24, and 63 licenses. Patrick specializes in providing financial planning, portfolio management, and retirement planning services.
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
CO
03/21/2024 - Present
Cetera Investment Advisers LLC (DENVER CO)
CO
07/01/2008 - 02/03/2014
GENEOS WEALTH MANAGEMENT, INC. (DENVER CO)
CO
03/01/1994 - 07/01/2008
ROYAL ALLIANCE ASSOCIATES, INC. (FORT COLLINS CO)
CA
02/24/1992 - 03/04/1994
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
BC
Issued 01/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/22/1999
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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