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 Haspert is a financial advisor at Ameriprise Financial Services, LLC. Patrick has been in the financial services industry since 1997. Patrick is registered with the state of Minnesota. Patrick is also a Certified Financial Planner and a Chartered Financial Consultant. Patrick’s primary office is located in New Brighton, Minnesota. Ameriprise Financial Services, LLC is an independent broker-dealer, registered investment advisor, and insurance broker. Ameriprise Financial Services, LLC is a subsidiary of Ameriprise Financial, Inc. Ameriprise Financial, Inc. is a publicly traded company with a long history of providing financial advice and investment management 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.
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.
Asset allocation services
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
MN
03/23/2018 - Present
Ameriprise Financial Services, LLC (NEW BRIGHTON MN)
MN
01/01/2007 - 06/30/2014
RIVERSOURCE DISTRIBUTORS, INC. (MINNEAPOLIS MN)
MN
05/19/2005 - 01/01/2007
AMERIPRISE FINANCIAL SERVICES, INC. (MINNEAPOLIS MN)
MN
05/19/2005 - 12/31/2006
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
FL
01/12/2004 - 04/11/2005
CNL SECURITIES CORP. (ORLANDO FL)
MN
10/19/1999 - 01/13/2004
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/19/1999 - 01/13/2004
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
MN
05/29/1997 - 07/02/1999
TCF SECURITIES, INC. (MINNEAPOLIS MN)
IA
Issued 09/15/2014
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/02/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2000
Series 7 - General Securities Representative Examination
BC
Issued 05/27/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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