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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 a financial advisor with Cetera Investment Advisers LLC, specializing in helping individuals and businesses with their financial planning and investment needs. Patrick has been in the industry since 1996 and has a wealth of experience in providing financial advice. Patrick holds the Series 6, 7, 63, and 65 licenses, as well as the SIE exam certification. Patrick is also a Chartered Financial Consultant. Patrick is committed to providing personalized financial advice and helping clients achieve their financial goals. Patrick has held previous roles at VALIC Financial Advisors, Inc. and The Variable Annuity Marketing Company.
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 12/8/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 8/7/2013
Series 7 - General Securities Representative Examination
BC
Issued 2/23/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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