Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Roger Bovee is a financial advisor with The Oak Ridge Financial Services Group, Inc. located in Golden Valley, Minnesota. Patrick has over 25 years of experience in the financial services industry. Patrick is registered in both Colorado and Minnesota. Patrick holds the Series 7, Series 63 and SIE licenses. Patrick specializes in helping individuals and high-net-worth individuals with financial planning and portfolio management. Patrick is a registered representative of Stifel, Nicolaus & Company, Incorporated. Previously, Patrick was also a registered representative with Feltl & Company, John G. Kinnard And Company, Incorporated, and Dougherty Summit Securities LLC.
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.
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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MN
09/27/2018 - Present
THE OAK Ridge Financial Services Group, Inc. (GOLDEN VALLEY MN)
MN
11/06/2006 - 09/27/2018
FELTL & COMPANY (WAYZATA MN)
MN
08/25/2000 - 11/07/2006
STIFEL, NICOLAUS & COMPANY, INCORPORATED (WAYZATA MN)
MN
04/03/1998 - 08/29/2000
JOHN G. KINNARD AND COMPANY, INCORPORATED (MINNEAPOLIS MN)
MN
04/22/1996 - 04/15/1998
DOUGHERTY SUMMIT SECURITIES LLC (MINNEAPOLIS MN)
MN
06/25/1993 - 05/04/1994
SUMMIT INVESTMENT CORPORATION (MINNEAPOLIS MN)
BC
Issued 06/30/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/24/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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