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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lawrence Amie is an active investment advisor representative with Cetera Investment Advisers LLC in Denham Springs, Louisiana. Patrick has been in the financial services industry since January 15, 2020. Patrick is registered with the state of Louisiana as an Investment Advisor Representative. Patrick also has a Series 66 registration with the state of Louisiana and a Series 7TO and SIE registration with FINRA. Patrick has previously been employed by VALIC FINANCIAL ADVISORS, INC. Patrick has a total of 18 state registrations, including Louisiana, Texas, Alabama, Alaska, Arizona, Arkansas, California, Colorado, Florida, Georgia, Illinois, Iowa, Massachusetts, Michigan, Mississippi, North Carolina, Virginia and Washington.
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.
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
LA
03/27/2023 - Present
Cetera Investment Advisers LLC (DENHAM SPRINGS LA)
LA
01/16/2020 - 03/01/2023
VALIC FINANCIAL ADVISORS, INC. (BATON ROUGE LA)
BOTH
Issued 05/15/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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