Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Myron Ricketts is a financial advisor registered with LPL Financial LLC. Patrick has been working in the financial industry since January 2008 and is licensed to provide securities and investment advisory services in 40 states. Patrick is a Certified Financial Planner and has experience working with individuals, businesses, and charitable organizations. Patrick is also a registered representative of LPL Financial LLC and has worked for PRINCIPAL SECURITIES, INC. in the past.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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NE
09/19/2023 - Present
LPL Financial LLC (OMAHA NE)
NE
01/28/2008 - 09/29/2023
PRINCIPAL SECURITIES, INC. (OMAHA NE)
IA
Issued 12/24/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/02/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/12/2010
Series 7 - General Securities Representative Examination
BC
Issued 01/25/2008
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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