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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Lancelot is a financial advisor with over 30 years of experience in the industry. Patrice is currently registered with Cetera Investment Advisers LLC and Bright Futures Wealth Management, LLC in New York. Patrice's previous experience includes positions at Ensemble Financial Services, Inc., Preferred Holding Corporarttion, Royal Alliance Associates, Inc., MML Investors Services, Inc., 1717 Capital Management Company and G. R. Phelps & Co., Inc. Patrice holds the Series 6, 7, 24, 63 and 65 licenses. Patrice is also a Chartered Financial Consultant. Patrice specializes in providing financial planning, pension consulting, educational seminars and portfolio management for individuals and businesses.
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.
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
NY
03/21/2024 - Present
Cetera Investment Advisers LLC (WEBSTER NY)
NY
12/11/2008 - 05/11/2011
ENSEMBLE FINANCIAL SERVICES, INC. (ROCHESTER NY)
NY
03/21/2000 - 12/10/2008
PREFERRED HOLDING CORPORARTION (ROCHESTER NY)
AZ
06/21/1996 - 03/23/2000
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
MA
03/01/1996 - 06/24/1996
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
DE
11/20/1990 - 06/21/1996
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NA
09/30/1994 - 03/01/1996
G. R. PHELPS & CO., INC.
BC
Issued 12/22/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 1/31/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/8/2002
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 6/23/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/19/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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