Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick R. Audet is a financial advisor at Valic Financial Advisors, Inc. Patrick Audet has been in the securities industry since July 18, 2019 and is registered with the state of Montana. Patrick Audet has passed the Series 7TO, SIE, and Series 66 exams. Patrick Audet has also been employed by AGIA since December 2022, a non-securities insurance firm in Houston, Texas. Patrick Audet offers financial planning and portfolio management for individuals and businesses. Patrick Audet is licensed to sell insurance products.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Recommend wrap accounts to clients
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.
1
2
MT
09/20/2019 - Present
Valic Financial Advisors, Inc. (BOZEMAN MT)
BOTH
Issued 09/20/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/19/2019
Series 7TO - General Securities Representative Examination
BC
Issued 04/05/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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