Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wight is an investment advisor representative with Cetera Investment Advisers LLC. Patrick has been in the industry for over 20 years. Patrick has a wide range of experience, including working with LPL FINANCIAL LLC, NEXT FINANCIAL GROUP, INC., AMERICAN GENERAL SECURITIES INCORPORATED, and FRANKLIN FINANCIAL SERVICES CORPORATION. Patrick is a Registered Representative and Investment Advisor Representative, and holds the Series 6, 7, 63, and 65 licenses. Patrick is also a licensed insurance agent. Patrick offers a variety of services to clients, including financial planning, portfolio management, and investment advisory services. Patrick is dedicated to helping clients achieve their financial goals.
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.
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2
MN
03/06/2024 - Present
Cetera Investment Advisers LLC (MINNETONKA MN)
MN
07/02/2007 - 03/08/2024
LPL FINANCIAL LLC (CHANHASSEN MN)
MN
10/17/2005 - 07/06/2007
NEXT FINANCIAL GROUP, INC. (MAPLE GROVE MN)
AZ
10/01/2002 - 10/19/2005
AMERICAN GENERAL SECURITIES INCORPORATED (PHOENIX AZ)
TX
03/21/2002 - 10/01/2002
FRANKLIN FINANCIAL SERVICES CORPORATION (HOUSTON TX)
IA
Issued 2/11/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 3/27/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 1/17/2006
Series 7 - General Securities Representative Examination
BC
Issued 3/20/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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