Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Scanlan is a wealth advisor associated with Thrivent Advisor Network, LLC. Patrick has been in the industry for six years and has a strong background in financial planning and insurance solutions. Patrick is a registered representative with FINRA and holds both Series 6 and Series 7 licenses. He has extensive experience in providing investment management services and comprehensive financial planning for a wide range of clients, including individuals, families, and businesses. Patrick's commitment to understanding his clients' needs and providing personalized financial solutions has earned him a reputation as a trusted advisor.
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.
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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WA
06/10/2021 - Present
Thrivent Advisor Network, LLC (Mill Creek WA)
WA
05/31/2023 - 06/05/2024
PURSHE KAPLAN STERLING INVESTMENTS (Mill Creek WA)
WA
05/30/2018 - 06/08/2021
WELLS FARGO CLEARING SERVICES, LLC (EDMONDS WA)
IA
Issued 08/01/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/16/2021
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/30/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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