Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Mastin is a financial professional with over 30 years of experience in the industry. Patrick is a registered representative with Cetera Investment Advisers LLC and holds the Series 6, 7, 24, 52, 53, and 63 licenses. Patrick is a licensed Investment Advisor Representative in Minnesota and Texas. Patrick has previously worked with several firms, including Granite Investment Services, Inc., Primevest Financial Services, Inc., and CUNA Brokerage Services, Inc.
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.
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2
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (NEW BRIGHTON MN)
MN
08/29/1996 - 10/12/1999
GRANITE INVESTMENT SERVICES, INC. (ST. CLOUD MN)
MN
01/11/1994 - 10/04/1999
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
IA
01/02/1991 - 01/12/1994
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
NA
05/07/1990 - 12/31/1990
CENTURY INVESTORS OF AMERICA, INC.
NJ
04/21/1989 - 04/30/1990
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
04/21/1989 - 04/30/1990
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 10/06/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/06/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 07/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/1996
Series 7 - General Securities Representative Examination
BC
Issued 04/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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