Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Couch is a financial advisor registered with Cetera Investment Advisers LLC in Indiana and Texas. Patrick has a strong background in financial services and has previously held positions with Northwestern Mutual Investment Services, LLC and Securian Financial Services, Inc. Patrick holds the Series 63, 65, and 7 licenses as well as the SIE designation. Patrick is also an Investment Advisor Representative and specializes in working with individuals, high-net-worth individuals, pension and profit sharing plans, corporations, 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.
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.
1
2
IN
08/10/2023 - Present
Cetera Investment Advisers LLC (SOUTH BEND IN)
IN
04/19/2023 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (SOUTH BEND IN)
IL
05/03/2021 - 04/06/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (CHICAGO IL)
IA
Issued 6/9/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 8/16/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/8/2023
Series 7TO - General Securities Representative Examination
BC
Issued 5/3/2021
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 1/25/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
Not sure Patrick Couch is the right advisor for you? Invested Better is here to help.
