Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Thor is a financial advisor based in San Francisco, California. Patrick is a registered representative of Ameriprise Financial Services, LLC, and is registered to provide investment advisory services in California. Patrick has been in the financial industry for over 15 years and has experience working with a variety of clients, including individuals, families, businesses, and retirement plans. Patrick's previous firms include Comerica Securities, Securities America, Inc., LPL Financial LLC, CUSO Financial Services, L.P., Wells Fargo Advisors, LLC, UnionBanc Investment Services, LLC, Wachovia Securities, LLC, and Atlas Securities, LLC. Patrick offers a range of financial services, including financial planning, asset allocation services, and portfolio management.
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
CA
11/03/2023 - Present
Ameriprise Financial Services, LLC (San Francisco CA)
CA
10/29/2019 - 11/03/2023
COMERICA SECURITIES (SAN FRANCISCO CA)
CA
10/10/2017 - 04/13/2018
SECURITIES AMERICA, INC. (Santa Clara CA)
CA
04/08/2016 - 10/19/2017
LPL FINANCIAL LLC (SANTA CLARA CA)
CA
05/07/2012 - 04/14/2016
CUSO FINANCIAL SERVICES, L.P. (REDWOOD CITY CA)
CA
11/04/2011 - 05/08/2012
WELLS FARGO ADVISORS, LLC (SUNNYVALE CA)
CA
03/19/2009 - 11/07/2011
UNIONBANC INVESTMENT SERVICES, LLC (MENLO PARK CA)
CA
02/01/2007 - 05/21/2008
WACHOVIA SECURITIES, LLC (CAPITOLA CA)
CA
02/17/2006 - 02/01/2007
ATLAS SECURITIES, LLC (SAN JOSE CA)
IA
Issued 11/27/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/24/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/13/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/25/2006
Series 7 - General Securities Representative Examination
BC
Issued 02/03/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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