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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Edward Riley is a financial advisor currently registered with Cetera Investment Advisers LLC. Patrick has been in the financial services industry since May 7, 2018. Patrick previously worked with VOYA FINANCIAL ADVISORS, INC. and VALIC FINANCIAL ADVISORS, INC.. Patrick holds the Series 6, 7, 63, and 65 licenses and the SIE exam. Patrick's current employment registration with Cetera Investment Advisers LLC began on June 29, 2023. Patrick is located at 1600 East Beltline NE Suite 212, Grand Rapids, MI 49525.
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
MI
06/29/2023 - Present
Cetera Investment Advisers LLC (GRAND RAPIDS MI)
MI
01/02/2020 - 06/09/2021
VOYA FINANCIAL ADVISORS, INC. (Wyoming MI)
MI
05/08/2018 - 01/10/2020
VALIC FINANCIAL ADVISORS, INC. (AUBURN HILLS MI)
IA
Issued 12/11/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/18/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/24/2020
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/08/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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