Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Varney is a financial advisor at Raymond James Financial Services Advisors, Inc. based in Windsor, CO. Patrick has been in the industry since June 18, 2000, and is licensed to sell securities in 45 states and 3 states for investment advisory services. Patrick is registered with FINRA and a Series 7 and 66 license holder. Patrick is also a Series 24 principal license holder. Patrick currently has a "Control Person" role with Nancy Ferguson Trust Under Will of Ransom Varney and is also a Trustee with Ransom Varney Family Trust. Patrick is a member of the Finance Committee at Our Lady of the Valley Catholic Church. Patrick also serves as an officer and President of Bank of Colorado. Patrick also holds a role as an Officer and President of Bank of Colorado Investment Services-Raymond James.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
CO
12/04/2017 - Present
Raymond James Financial Services Advisors, Inc. (WINDSOR CO)
TX
06/13/2000 - 09/06/2000
AFS BROKERAGE, INC. (AUSTIN TX)
BOTH
Issued 12/05/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/18/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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