Patrick Valentine, financial advisor Indianapolis IN
90 score

Patrick Valentine

CRD Number: 6032933
Current Firm: Northwestern Mutual Investment Services,llc

Patrick Valentine (CRD# 6032933) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Indianapolis, IN and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Mar 2016 - Current < 1
R Carey Mountcastle Indianapolis, IN Jan 2016 - Current < 1
J Andrew Hammond Indianapolis, IN Jan 2016 - Current < 1
Eli J Hersberger Indianapolis, IN Jan 2016 - Current < 1
Southeastern Swim Club Fishers, IN Jun 2015 - Current 1
Northwestern Mutual Investment Services, LLC Indianapolis, IN Oct 2014 - Current 2
Donnas Dolphins Swim School Colorado Springs, CO Oct 2011 - Current 5
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Jan 2016 < 1
Northwestern Mutual Investment Services, LLC Indianapolis, IN Oct 2014 - Jan 2016 1
Northwestern Mutual Life Insurance Company Milwaukee, WI Mar 2012 - Jan 2016 3
Northwestern Mutual Investment Services, LLC Colorado Springs, CO May 2014 - Oct 2014 < 1
Northwestern Mutual Investment Services, LLC Colorado Springs, CO Mar 2012 - Oct 2014 2
Elite Triathlan Academy Colorado Springs, CO Aug 2011 - Apr 2012 < 1
Carmichael Training Systems Colorado Springs, CO Feb 2009 - Oct 2011 2
Bicycle Garage Indy Indianapolis, IN May 2008 - Feb 2009 < 1
Purdue University West Lafayette, IN Aug 2004 - May 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2012
S66 NASAA Uniform Combined State Law Examination May 2014
Contact Info for Patrick L. Valentine
Phone Number: 866-664-7737
Registered State(s):
  • IN
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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