Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Robert Dittmar is a financial advisor who has been in the industry for over 2 years. He has a Series 66, 63, 7TO, and SIE license. Currently, Patrick Robert Dittmar works for Empower Advisory Group, LLC. He is registered in 51 states and the District of Columbia for securities and 4 states and the District of Columbia for investment advice. Prior to Empower Advisory Group, LLC, he was an investment professional at T. Rowe Price Investment Services, INC. Patrick Robert Dittmar has a wide range of experience in financial planning, portfolio management for individuals, educational seminars, and working with various client types, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations or other businesses, individuals other than high-net-worth, and state or municipal government entities.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
1
2
MT
01/31/2025 - Present
Empower Advisory Group, LLC (Helena MT)
CO
02/10/2022 - 02/27/2024
T. ROWE PRICE INVESTMENT SERVICES, INC. (COLORADO SPRINGS CO)
BOTH
Issued 10/21/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/04/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/10/2022
Series 7TO - General Securities Representative Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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