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Patrick Morin

Ameriprise Financial Services, LLC

Rochester, NY

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-05-13
  • NY RA
    APPROVED
    Since 2024-05-13

Branch Locations

2024 W Henrietta Road Ste 5K, Rochester, NY 14623 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Rochester NY 03/2023 07/2026
Magtrol Inc Buffalo NY 06/2022 08/2023
Magtrol Inc Buffalo NY 06/2021 08/2021
Amazon Buffalo NY 06/2020 08/2020
Suny Geneseo Geneseo NY 09/2019 05/2023
Lancaster High School Lancaster NY 08/2014 06/2019
Ameriprise Financial Services, Llc Williamsville NY 07/2026 Present
  • 03/2023 → 07/2026
    Ameriprise Financial Services, Llc
    Rochester, NY
  • 06/2022 → 08/2023
    Magtrol Inc
    Buffalo, NY
  • 06/2021 → 08/2021
    Magtrol Inc
    Buffalo, NY
  • 06/2020 → 08/2020
    Amazon
    Buffalo, NY
  • 09/2019 → 05/2023
    Suny Geneseo
    Geneseo, NY
  • 08/2014 → 06/2019
    Lancaster High School
    Lancaster, NY
  • 07/2026 → Present
    Ameriprise Financial Services, Llc
    Williamsville, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-10
  • S66 Uniform Combined State Law Examination
    2024-05-10
Other Names
  • Patrick Morin
  • Pat Morin
  • Patrick Michael Morin

View on SEC IAPD

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RISE ADVISORS, LLC
UBS FINANCIAL SERVICES INC.
MARINER

Other Investors

THERESA CLARE KENYON
JAMES HAROLD HARMAN
GEORGIANN VALLEE COLLINS
NICHOLAS J TAGLIARINO
AMY P STRUTT
HEATHER LYNN LUCAS
CHAD ROBERT JACOB
JASON ANTHONY MILNER

Other Offices

MORGAN STANLEY · Rochester, NY
COMMONWEALTH FINANCIAL NETWORK · ROCHESTER, NY
NOVEM GROUP · ROCHESTER, NY
OSAIC WEALTH, INC. · ROCHESTER, NY
EDELMAN FINANCIAL ENGINES · ROCHESTER, NY
RISE ADVISORS, LLC · ROCHESTER, NY
UBS FINANCIAL SERVICES INC. · ROCHESTER, NY
MARINER · Rochester, NY

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