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 an investment advisor with Cetera Investment Advisers LLC. Patrick has been a registered investment advisor since 1989. Patrick has experience in providing financial planning, pension consulting and portfolio management services to individuals and businesses. Patrick has held prior positions with Granite Investment Services, Inc., Primevest Financial Services, Inc., CUNA Brokerage Services, Inc., Century Investors of America, Inc., Pruco Securities Corporation and The Prudential Insurance Company of America.
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
MN
06/29/2023 - Present
Cetera Investment Advisers LLC (ROCHESTER 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 10/6/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 4/20/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/6/1996
Series 53 - Municipal Securities Principal Examination
BC
Issued 7/11/1996
Series 24 - General Securities Principal Examination
BC
Issued 1/2/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 5/3/1996
Series 7 - General Securities Representative Examination
BC
Issued 4/20/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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