Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Svehla is a financial advisor with Ameriprise Financial Services, LLC. Patrick has been in the financial industry since November 10, 1996, and has a broad range of experience in the field. Patrick specializes in providing financial planning, investment management, and retirement planning services to clients of all ages. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 6, Series 7, and Series 63 licenses.
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
PA
03/06/2015 - Present
Ameriprise Financial Services, LLC (Camp Hill PA)
MD
09/10/2007 - 02/23/2015
CENTURY SECURITIES ASSOCIATES, INC. (CATONSVILLE MD)
MD
07/10/2007 - 09/18/2007
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CATONSVILLE MD)
MD
10/28/2005 - 07/10/2007
RYAN BECK & CO. (CATONSVILLE MD)
MD
09/15/2001 - 11/08/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
LA
11/01/1996 - 09/15/2001
LM FINANCIAL PARTNERS, INC. (NEW ORLEANS LA)
BC
Issued 10/31/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/23/2008
Series 7 - General Securities Representative Examination
BC
Issued 10/31/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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