Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Edwin Dowlin is an investment advisor representative with LPL Financial LLC. Patrick has been in the industry since 1990 and is licensed to provide financial advice in multiple states. Prior to joining LPL Financial LLC, Patrick was an advisor with WELLS FARGO ADVISORS, LLC, WELLS FARGO INVESTMENTS, LLC, SALOMON SMITH BARNEY INC., LEHMAN BROTHERS INC., EQUICO SECURITIES, INC., and THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES. Patrick is a Certified Financial Planner and holds several licenses including Series 31, Series 7, and Series 65. He works primarily with individuals, corporations, and charitable organizations and provides various financial planning services such as investment management, portfolio management, retirement planning, and estate planning.
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
CO
11/21/2017 - Present
LPL Financial LLC (LONGMONT CO)
CO
01/03/2011 - 11/08/2012
WELLS FARGO ADVISORS, LLC (LONGMONT CO)
CO
12/04/2002 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (LONGMONT CO)
NY
07/31/1993 - 12/12/2002
SALOMON SMITH BARNEY INC. (NEW YORK NY)
NY
04/09/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
05/22/1990 - 01/15/1991
EQUICO SECURITIES, INC. (NEW YORK NY)
NY
05/22/1990 - 01/15/1991
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
IA
Issued 08/25/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/30/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/11/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 05/19/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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