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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Griggs is an Investment Advisor Representative with Cetera Investment Advisers LLC. Patrick has been in the securities industry since February 25, 1996. Patrick holds Series 6, 7, 63 and 65 licenses, as well as the SIE. Patrick Griggs is registered in 15 states and the District of Columbia. Patrick's firm provides financial planning, portfolio management for individuals and businesses, pension consulting, and educational seminars. Patrick Griggs is also a Chartered Financial Consultant.
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.
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
CO
09/16/2024 - Present
Cetera Investment Advisers LLC (GRAND JUNCTION CO)
CO
01/14/1999 - 06/27/2013
VALIC FINANCIAL ADVISORS, INC. (LAKEWOOD CO)
TX
02/26/1996 - 12/31/2001
THE VARIABLE ANNUITY MARKETING COMPANY (HOUSTON TX)
IA
Issued 12/08/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/2013
Series 7 - General Securities Representative Examination
BC
Issued 02/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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