Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Logue is an active financial advisor registered with Wells Fargo Advisors Financial Network, LLC. Patrick has been in the financial industry for over 40 years, having worked in various roles including advisory positions at Lincoln Investment, IRM Distributors, Inc., and First American National Securities, Inc. Patrick currently has Series 7TO, Series 6, Series 63, and Series 26 licenses, along with registrations in 26 states. Patrick specializes in providing financial planning, investment management services, and investment consulting services for both individuals and businesses.
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.
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.
Investment consulting services to institutional clients
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.
1
2
MT
04/09/2024 - Present
Wells Fargo Advisors Financial Network, LLC (BOZEMAN MT)
PA
06/25/1990 - 10/30/2023
LINCOLN INVESTMENT (HANOVER PA)
CA
09/22/1987 - 06/13/1990
IRM DISTRIBUTORS, INC. (CARPINTERIA CA)
GA
08/01/1983 - 10/01/1987
FIRST AMERICAN NATIONAL SECURITIES, INC. (DULUTH GA)
BC
Issued 07/29/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/05/1995
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 02/16/2024
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/1983
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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