Patricia BeineCRD Number: 4628434
Current Firm: Harbour Investments, Inc.
Patricia Beine (CRD# 4628434) is an Investment Advisor Representative working at Harbour Investments, Inc. in Greenfield, WI and has over 14 years of experience in the finance industry.
Financial Service Group Inc.
Fortress Planning Group
Cedarpoint Investment Advisors, Inc.
|Clearstep Financial||Greenfield, WI||Mar 2016 - Current||1|
|Harbour Investments, Inc.||Madison, WI||Mar 2016 - Current||1|
|The Strategic Financial Alliance, Inc.||Atlanta, GA||Oct 2010 - Mar 2016||5|
|Investment Advisors International||Menomonee Falls, WI||Jul 2006 - Oct 2010||4|
|Wgs,inc||Menomonee Falls, WI||Mar 2003 - Oct 2010||7|
|Wfg||Menomonee Falls, WI||Sep 2002 - Oct 2010||8|
|City 1st||Wausau, WI||Apr 2009 - Mar 2010||< 1|
|Innergy Lending||Dousman, WI||Jan 2006 - Jun 2008||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 2003|
|S65||NASAA Investment Advisors Law Examination||Aug 2005|
Total Assets Under Management552MILLIONS
Total Number of Accounts2,508ACCOUNTS
Average Account Value$220,245
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV