Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Janssen is a financial advisor with LPL Financial LLC in Greenwood Village, Colorado. Patrick has been in the financial services industry since July 2007. He holds Series 7, 31, and 66 licenses and the SIE exam. Patrick has been registered with LPL Financial LLC since August 2019. Previously, Patrick was employed with Ameriprise Financial Services, Inc. and Morgan Stanley Smith Barney. Patrick is a registered investment advisor in Colorado and Texas. Patrick specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses.
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.
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2
CO
05/09/2022 - Present
LPL Financial LLC (GREENWOOD VILLAGE CO)
CO
01/09/2012 - 09/05/2019
AMERIPRISE FINANCIAL SERVICES, INC. (DENVER CO)
CO
06/01/2009 - 01/19/2012
MORGAN STANLEY SMITH BARNEY (ENGLEWOOD CO)
CO
08/01/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ENGLEWOOD CO)
BOTH
Issued 08/14/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2007
Series 31 - Futures Managed Funds Examination
BC
Issued 07/31/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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