Unclaimed
Thomas J Patrick is a financial advisor with Allstate Financial Services, LLC. Thomas has over 20 years of experience in the financial services industry, working with clients in Oregon, Washington, and Arizona. Thomas is a licensed and registered securities principal with FINRA. Thomas holds the Series 6, 26, 51, and 63 licenses and is a registered representative in multiple states. Thomas’ current registration with Allstate Financial Services, LLC began in July 2017.
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.
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.
1
2
OR
07/07/2017 - Present
Allstate Financial Services, LLC (Milwaukie OR)
IL
02/23/2009 - 11/11/2016
HORACE MANN INVESTORS, INC. (SPRINGFIELD IL)
OR
07/19/2000 - 12/11/2007
ALLSTATE FINANCIAL SERVICES, LLC (TIGARD OR)
BC
Issued 06/23/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 09/29/2003
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 10/11/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/18/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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