Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Brannan is a financial advisor registered with LPL Financial LLC in Littleton, Colorado. Patrick has been working in the financial services industry since June 2010. Patrick has also held previous registrations with Cetera Advisors LLC and New England Securities. Patrick specializes in providing financial planning, investment advice, and portfolio management for individuals and businesses. Patrick is a Certified Financial Planner and holds the Series 66, Series 7, and SIE 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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
04/02/2018 - Present
LPL Financial LLC (LITTLETON CO)
CO
10/21/2013 - 04/06/2018
CETERA ADVISORS LLC (GOLDEN CO)
CO
06/04/2010 - 10/24/2013
NEW ENGLAND SECURITIES (GREENWOOD VILLAGE CO)
BOTH
Issued 11/02/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/02/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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