Unclaimed
Victoria Patrikus is a financial advisor currently registered with Ameriprise Financial Services, LLC. Victoria has been in the financial industry since July 2018. Victoria is a licensed securities professional and investment advisor representative with experience in portfolio management, financial planning and pension consulting. Victoria previously worked with Securian Financial Services, Inc, CRI Securities, LLC and LPL Financial LLC. Victoria holds Series 63 and Series 65 securities licenses as well as Series 7, Series 6, Series 24, Series 4, Series 52 and Series 53.
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
MN
11/08/2023 - Present
Ameriprise Financial Services, LLC (MINNEAPOLIS MN)
MN
08/14/2023 - 10/13/2023
CETERA ADVISORS LLC (SAINT PAUL MN)
MN
08/14/2023 - 10/13/2023
CETERA FINANCIAL SPECIALISTS LLC (SAINT PAUL MN)
MN
08/14/2023 - 10/13/2023
CETERA INVESTMENT SERVICES LLC (SAINT PAUL MN)
MN
08/10/2023 - 10/13/2023
CETERA ADVISOR NETWORKS LLC (SAINT PAUL MN)
MN
06/02/2020 - 08/10/2023
SECURIAN FINANCIAL SERVICES, INC. (ST PAUL MN)
MN
06/02/2020 - 11/08/2021
CRI SECURITIES, LLC (ST PAUL MN)
MN
06/29/2018 - 05/26/2020
LPL FINANCIAL LLC (MINNETONKA MN)
IA
Issued 08/31/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2021
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/17/2020
Series 4 - Registered Options Principal Examination
BC
Issued 01/31/2020
Series 24 - General Securities Principal Examination
BC
Issued 02/19/2021
Series 52TO - Municipal Securities Representative Examination
BC
Issued 12/13/2019
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/29/2018
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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