Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Reeves is a financial advisor with Cerity Partners LLC. Patrick has been in the financial industry since 1994 and has experience with a variety of firms including American Express Financial Advisors Inc., IDS Life Insurance Company, Pruco Securities Corporation, and National Planning Corporation. Patrick is a Certified Financial Planner™ and holds the Series 7 and Series 63 licenses. Patrick specializes in providing financial planning, portfolio management, pension consulting, selection of other advisors, and portfolio management for businesses and individuals.
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.
Tax services; bill pay
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
NY
04/25/2023 - Present
Cerity Partners LLC (NEW YORK NY)
KY
08/08/2003 - 05/31/2013
NATIONAL PLANNING CORPORATION (LOUISVILLE KY)
MN
06/20/1994 - 08/21/2003
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
06/20/1994 - 08/21/2003
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
06/20/1994 - 06/20/1994
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 06/21/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/10/1994
Series 7 - General Securities Representative Examination
Active
Inactive
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