Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wolff is an Ameriprise Financial Services, LLC investment advisor representative with over 38 years of experience in the financial industry. Patrick has been registered with the Securities and Exchange Commission (SEC) and FINRA since 1984 and has a Series 6, Series 7, Series 22, Series 24 and Series 63 license. Patrick is a licensed investment advisor in 37 states and a registered representative in 3 states. Patrick specializes in providing asset allocation services, financial planning, pension consulting, educational seminars, portfolio management for businesses and individuals, and selection of other advisers.
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.
1
2
SD
08/07/2013 - Present
Ameriprise Financial Services, LLC (RAPID CITY SD)
MN
03/20/2000 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
10/28/1999 - 02/17/2000
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NA
06/06/1984 - 12/24/1986
IDS FINANCIAL SERVICES INC.
BC
Issued 11/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/03/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/15/1986
Series 7 - General Securities Representative Examination
BC
Issued 06/11/1985
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 06/05/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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