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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Corcorran is a financial advisor with Coldstream Wealth Management. Patrick has been in the industry since 2011 and has a Series 66, Series 31 and Series 7. Patrick has experience working with individuals, high-net-worth individuals, corporations and other businesses, pension and profit-sharing plans, charitable organizations and pooled investment vehicles.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Project by project basis
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2
OR
12/07/2018 - Present
Coldstream Wealth Management (Lake Oswego OR)
WA
03/17/2011 - 05/15/2015
MORGAN STANLEY (SEATTLE WA)
BOTH
Issued 05/20/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/21/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 03/16/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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