Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Terry is a financial professional with over 20 years of experience in the financial services industry. Patrick currently works at Allstate Financial Services, LLC in Carmel, Indiana. Patrick holds the Series 6, Series 63, and SIE licenses. Patrick has a strong background in helping clients with their financial goals.
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.
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.
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2
IN
04/09/2002 - Present
Allstate Financial Services, LLC (CARMEL IN)
IL
03/14/1996 - 12/02/1996
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
BC
Issued 04/08/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/08/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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