Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Gamble is a financial advisor with over 30 years of experience in the financial services industry. Patrick has worked with Ameriprise Financial Services, LLC since 2020, and previously held positions at a number of other firms including OSAIC WEALTH, INC., SIGNATOR INVESTORS, INC., TRANSAMERICA FINANCIAL ADVISORS, INC., and THE PRUDENTIAL INSURANCE COMPANY OF AMERICA. Patrick is registered with the state of Pennsylvania as a Registered Representative (RA) and is also a Registered Investment Advisor (IA) in Pennsylvania and Texas. Patrick holds the Series 6, Series 7, and SIE securities licenses. He specializes in providing financial planning, asset allocation services, and investment management for individuals, businesses, and families.
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
PA
10/19/2023 - Present
Ameriprise Financial Services, LLC (Lebanon PA)
PA
11/02/2018 - 10/20/2023
OSAIC WEALTH, INC. (LEBANON PA)
PA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (LEBANON PA)
PA
07/17/2000 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (LEBANON PA)
NY
12/10/1996 - 07/18/2000
NORTHEAST SECURITIES, INC. (MITCHELFIELD NY)
NY
11/21/1995 - 12/18/1996
JARON EQUITIES CORP. (HICKSVILLE NY)
OH
02/06/1995 - 11/22/1995
SPECTRUM SECURITIES CORPORATION (MAYFIELD HEIGHTS OH)
NJ
05/24/1990 - 02/07/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
05/24/1990 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
BC
Issued 07/26/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 05/23/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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