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PATRICK KELLY SCHNEEMAN
PATRICK SCHNEEMAN, PATRICK KELLY SCHNEMAN
CRD#: 4823363
IA
B
BOULAY FINANCIAL ADVISORS, LLCCRD#: 111334 11095 VIKING DRIVE
SUITE 500
EDEN PRAIRIE, MN 55344
SUITE 500
EDEN PRAIRIE, MN 55344
0
Disclosures
11
Years of Experience
View By:
State Registrations
IA
Minnesota 11/3/2014
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Registered with this firm since 11/3/2014
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
B | 02/11/2015 - 12/12/2019 | EDEN PRAIRIE, MN | |
B | 08/13/2014 - 02/12/2015 | MINNEAPOLIS, MN | |
IA | 10/28/2014 - 10/29/2014 | MINNEAPOLIS, MN | |
B | 11/30/2006 - 04/11/2007 | MILWAUKEE, WI | |
B | 07/21/2006 - 12/31/2006 | GLENDALE, WI |
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B
Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.