Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick J. Stimson is a financial advisor at Curi RMB Capital, LLC. Patrick has been in the industry since August 2012. Patrick has a Series 7 and a Series 66 license. Patrick is registered in Colorado and Illinois. Patrick specializes in providing financial advice to high-net-worth individuals, corporations, and other businesses. Patrick also provides portfolio management services for pooled investment vehicles, including pension and profit-sharing plans, and charitable organizations.
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.
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.
Strategic management for diversified investment portfolios.
Sponsor, general partner, managing member (or equivalent) of pooled investment vehicles
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
IL
04/24/2014 - Present
Curi RMB Capital, LLC (CHICAGO IL)
MI
08/21/2012 - 01/30/2014
AMERIPRISE FINANCIAL SERVICES, INC. (KALAMAZOO MI)
BOTH
Issued 09/24/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/20/2012
Series 7 - General Securities Representative Examination
Active
Inactive
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