Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Deboer is a financial advisor who has been in the industry since 1999. Patrick is currently registered with Wells Fargo Clearing Services, LLC and has been with them since 2012. Patrick has been registered with Wells Fargo Advisors, LLC since 2012 and Wells Fargo Clearing Services, LLC since 2016. Patrick holds several licenses, including Series 7, Series 63, Series 65, and Series 66. Patrick has experience working with a variety of clients, including individuals, corporations, and charitable organizations.
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.
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.
Investment consulting services to institutional clients
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
CA
01/28/2021 - Present
Wells Fargo Clearing Services, LLC (IRVINE CA)
CA
04/30/2010 - 07/25/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (LOS ANGELES CA)
CA
03/24/2003 - 08/28/2007
BANC OF AMERICA INVESTMENT SERVICES, INC. (LOS ANGELES CA)
MN
04/19/2002 - 03/27/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
CA
02/07/2002 - 04/18/2002
WM FINANCIAL SERVICES, INC. (IRVINE CA)
CA
05/10/1996 - 11/02/2001
J.B. OXFORD & COMPANY (SHERMAN OAKS CA)
BOTH
Issued 05/20/2010
Series 66 - Uniform Combined State Law Examination
IA
Issued 04/16/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/14/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/2010
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patrick Deboer is the right advisor for you? Invested Better is here to help.
