Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Michael Carney is a financial advisor registered with Ameriprise Financial Services, LLC. Patrick has been in the financial services industry since February 12, 1989. Patrick provides financial planning and portfolio management services to a variety of clients, including individuals, families, businesses, and retirement plans. Patrick holds the Series 7, Series 31, and Series 65 securities licenses, as well as the SIE examination. Patrick is also a Certified Financial Planner.
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.
Asset allocation services
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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TX
01/05/2018 - Present
Ameriprise Financial Services, LLC (San Antonio TX)
TX
04/16/2010 - 01/24/2018
WELLS FARGO CLEARING SERVICES, LLC (SAN ANTONIO TX)
TX
06/01/2009 - 05/13/2010
MORGAN STANLEY SMITH BARNEY (SAN ANTONIO TX)
TX
09/01/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (SAN ANTONIO TX)
TX
05/15/2003 - 09/11/2006
AMERIPRISE FINANCIAL SERVICES, INC. (SAN ANTONIO TX)
MN
05/15/2003 - 07/03/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
05/26/2000 - 03/31/2003
LEXIT CAPITAL, LLC (HOBOKEN NJ)
CA
02/16/1993 - 12/20/1999
VOLPE BROWN WHELAN & COMPANY, LLC (SAN FRANCISCO CA)
CA
01/10/1992 - 02/16/1993
RAGEN MACKENZIE INCORPORATED (SAN FRANCISCO CA)
NY
07/20/1988 - 01/02/1992
SANFORD C. BERNSTEIN & CO., INC. (NEW YORK NY)
IA
Issued 05/26/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/19/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/2008
Series 31 - Futures Managed Funds Examination
BC
Issued 07/16/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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