Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Hagan is a financial advisor who has been in the financial services industry since January 23, 1989. Patrick is currently registered with Ameriprise Financial Services, LLC and has been with the firm since March 2020. Patrick is a Certified Financial Planner and a Chartered Financial Consultant. He is registered to provide financial advice in 27 states. His firm manages assets for clients with varying needs, including individuals, businesses, corporations, trusts and estates, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and state or municipal government entities. Patrick's expertise includes financial planning, portfolio management, asset allocation, and retirement planning. Patrick's previous employer was IDS Life Insurance Company.
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
MN
10/03/2006 - Present
Ameriprise Financial Services, LLC (Golden Valley MN)
MN
01/24/1989 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
BC
Issued 01/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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