Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kirby is a financial advisor with Cetera Investment Advisers LLC and has been in the financial services industry since July 26, 2017. Patrick has a combined 17 years of experience in the field, having previously worked for Securian Financial Services, Inc. as a registered representative in Omaha, Nebraska. Patrick's expertise includes providing financial planning, portfolio management for businesses and individuals, and pension consulting services. Patrick holds Series 7 and Series 66 licenses, and the SIE exam. Patrick is registered with the state of Nebraska and Texas. Patrick is actively involved in the community.
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.
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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2
NE
08/10/2023 - Present
Cetera Investment Advisers LLC (OMAHA NE)
NE
07/27/2017 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (OMAHA NE)
BOTH
Issued 8/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/27/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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