Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Southard is a financial advisor with Ameriprise Financial Services, LLC, with over 15 years of experience in the industry. Patrick is registered with the state of Colorado. Patrick's firm Ameriprise Financial Services, LLC is a financial services firm with more than $1 billion in assets under management. The firm offers a variety of financial planning and investment services, including asset allocation, financial planning, pension consulting, educational seminars, publication of periodicals, selection of other advisors, portfolio management for businesses and individuals.
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.
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2
CO
09/24/2009 - Present
Ameriprise Financial Services, LLC (DENVER CO)
MN
04/22/2022 - 08/17/2023
AMERICAN ENTERPRISE INVESTMENT SERVICES INC. (Minneapolis MN)
MN
04/22/2022 - 08/17/2023
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
CO
09/12/2007 - 11/18/2008
AMERIPRISE FINANCIAL SERVICES, INC. (CASTLE ROCK CO)
BOTH
Issued 11/06/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/18/2017
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/11/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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