Unclaimed
Patrick Durden is a financial advisor with LPL Financial LLC. Patrick is registered as an investment advisor in Wisconsin, California, Texas, and Virginia and as a broker-dealer in 21 states, including Wisconsin, California, and Texas. Patrick is a registered representative with LPL Financial LLC and has been in the industry since 1993. Patrick's previous experience includes working for Edward Jones. Patrick is also a registered principal with LPL Financial LLC, having passed the General Securities Principal Examination in 2007.
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.
1
2
WI
06/06/2012 - Present
LPL Financial LLC (WAUNAKEE WI)
WI
05/17/1993 - 05/01/2007
EDWARD JONES (WAUNAKEE WI)
IA
Issued 04/09/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/21/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/25/2007
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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