Unclaimed
Todd Redmond Patton is a financial advisor registered with Ameriprise Financial Services, LLC. Todd is a Series 7, Series 66, and SIE licensed professional. Todd has been active in the financial services industry since March 27, 2012. Todd is registered with the State of Texas. Ameriprise Financial Services, LLC is a large advisory firm with over $479 billion in assets under management. They specialize in providing financial planning, asset allocation, and portfolio management services to a variety of clients including individuals, corporations, pension plans, and charitable organizations.
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.
1
2
TX
07/01/2022 - Present
Ameriprise Financial Services, LLC (Mont Belvieu TX)
TX
03/28/2012 - 07/06/2022
EDWARD JONES (BAYTOWN TX)
BOTH
Issued 06/25/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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