Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick T. Christensen is a financial advisor with Raymond James Financial Services Advisors, Inc. Patrick has been in the financial services industry since 1983. Patrick is currently registered with the state of Illinois and has been registered with the state of Illinois as an Investment Adviser Representative. Patrick is also registered with the state of Colorado, Florida, Indiana, Missouri, Pennsylvania, Virginia, and Wisconsin. Patrick also holds several FINRA licenses including Series 4, 7, 8, 9, 10, 63 and 65. Patrick has been a registered representative of Raymond James Financial Services Advisors, Inc. since 2009. Patrick is also the owner of FQR Inc. which provides support services. Patrick is a financial advisor who helps individuals and families achieve their financial goals. Patrick offers a variety of financial services, including financial planning, portfolio management, and retirement planning. Patrick specializes in working with individuals and families in the following areas: retirement planning, college savings, and estate planning. Patrick is committed to providing his clients with personalized financial advice.
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.
Hourly & fixed rate consultations
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Per participant (erisa)
1
2
IL
01/02/2009 - Present
Raymond James Financial Services Advisors, Inc. (PALOS HILLS IL)
NY
12/21/1983 - 10/03/2001
QUICK & REILLY, INC. (NEW YORK NY)
IA
Issued 07/28/2000
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/21/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/30/1991
Series 4 - Registered Options Principal Examination
BC
Issued 05/04/1988
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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