Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Downey is a financial advisor with Wells Fargo Clearing Services, LLC, based in Portage, Michigan. Patrick has been in the financial services industry since 2001. Patrick is a Certified Financial Planner™ professional. Patrick holds licenses in Michigan and Texas, and is registered to sell securities in 20 states. Prior to joining Wells Fargo Clearing Services, LLC, Patrick worked at Morgan Stanley. Patrick has been involved in various community activities, including serving on the parish council for St. Joseph Catholic Church in Battle Creek, Michigan.
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.
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2
MI
09/08/2020 - Present
Wells Fargo Clearing Services, LLC (PORTAGE MI)
MI
01/13/2012 - 03/07/2016
MORGAN STANLEY (KALAMAZOO MI)
MI
03/17/2006 - 01/17/2012
CHASE INVESTMENT SERVICES CORP. (KALAMAZOO MI)
MA
11/11/2004 - 03/02/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
MN
03/11/2004 - 10/25/2004
TCF INVESTMENTS, INC. (MINNEAPOLIS MN)
IL
06/29/2001 - 03/08/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
MI
11/02/2000 - 05/04/2001
CENTENNIAL FINANCIAL SERVICES, INC. (LANSING MI)
BOTH
Issued 04/10/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/03/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/2004
Series 7 - General Securities Representative Examination
BC
Issued 09/19/2000
Series 6 - Investment Company Products/Variable Contracts 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
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