Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Martin Stenson is a financial advisor with Private Advisor Group, LLC. Patrick has been in the financial services industry since 1986 and holds the Series 7, Series 6, Series 63 and SIE licenses. He is registered with the state of Minnesota as an investment advisor. Patrick has prior experience working with Mutual Service Corporation, Titan/Value Equities Group, Inc., FSC Securities Corporation, AAM Securities, Inc., Liberty Securities Corporation and John Hancock Distributors, Inc. In addition to being registered as an investment advisor with Private Advisor Group, Patrick also provides non-variable insurance services through Investors Financial Group, LLC, and Patsten Holdings, LLC.
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.
Solicitation/referral
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.
Solicitor/referral fees
1
2
NJ
03/16/2022 - Present
Private Advisor Group, LLC (MORRISTOWN NJ)
MN
03/31/1999 - 09/08/2009
MUTUAL SERVICE CORPORATION (PLYMOUTH MN)
CA
02/04/1997 - 03/31/1999
TITAN/VALUE EQUITIES GROUP, INC. (IRVINE CA)
GA
08/17/1995 - 02/07/1997
FSC SECURITIES CORPORATION (ATLANTA GA)
NA
10/08/1992 - 08/17/1995
AAM SECURITIES, INC.
NY
02/02/1988 - 01/03/1991
LIBERTY SECURITIES CORPORATION (PURCHASE NY)
NA
05/28/1986 - 09/21/1988
JOHN HANCOCK DISTRIBUTORS, INC.
BC
Issued 06/10/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1989
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1986
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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