Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Tschetter is a financial advisor in SEATTLE, WA. Patrick is a registered representative with Kestra Advisory Services, LLC and has been in the industry since 2002. Patrick has experience working with individuals, corporations, pension and profit sharing plans, high-net-worth individuals, and charitable organizations. Patrick offers a variety of financial planning services, including investment management, portfolio management, financial planning, pension consulting, and selection of other advisors. Patrick also provides educational seminars and market timing services.
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.
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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WA
06/04/2018 - Present
Kestra Advisory Services, LLC (SEATTLE WA)
MN
10/25/2010 - 08/23/2012
NFP SECURITIES, INC. (PLYMOUTH MN)
MN
05/04/2009 - 11/27/2009
SIGNATOR INVESTORS, INC. (MINNEAPOLIS MN)
NY
04/03/2008 - 11/17/2008
SCARBOROUGH SECURITIES CORPORATION (IRVINGTON NY)
MN
11/29/2002 - 09/15/2006
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
CA
12/13/2000 - 11/29/2002
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
MN
06/28/1999 - 12/13/2000
WELLS FARGO BROKERAGE SERVICES, L.L.C. (MINNEAPOLIS MN)
ME
08/29/1997 - 03/08/1999
FORUM FINANCIAL SERVICES, INC. (PORTLAND ME)
MN
11/15/1995 - 06/19/1997
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
NY
11/18/1994 - 10/13/1995
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 01/17/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/25/2016
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 11/08/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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