Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Colligan is a financial advisor with Ameriprise Financial Services, LLC. Patrick has been in the financial services industry since 1992. Patrick is registered with the state of Connecticut as an Investment Advisor Representative and a Registered Representative. Patrick has passed the Series 7, Series 63, and Series 65 exams. Ameriprise Financial Services, LLC provides asset allocation services, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for investment companies.
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
CT
02/08/2019 - Present
Ameriprise Financial Services, LLC (SOUTHPORT CT)
CT
03/18/2013 - 02/08/2019
OPPENHEIMER & CO. INC. (STAMFORD CT)
CT
05/10/2012 - 04/04/2013
UBS FINANCIAL SERVICES INC. (STAMFORD CT)
CT
06/01/2009 - 05/17/2012
MORGAN STANLEY SMITH BARNEY (GREENWICH CT)
CT
12/20/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (GREENWICH CT)
NY
10/01/1999 - 01/07/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/24/1995 - 10/12/1999
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/28/1992 - 05/01/1995
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 09/17/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/05/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/25/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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