Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Borgese is an investment advisor representative who has been in the industry since 2007. Patrice is currently registered with Integrated Wealth Concepts LLC. Patrice also has previous registration with Lincoln Financial Advisors Corporation. Patrice has Series 6, 7, 63, and 65 licenses.
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.
Helps you choose top advisors aligned with your financial goals.
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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NY
12/10/2021 - Present
Integrated Wealth Concepts LLC (BREWSTER NY)
NY
07/19/2007 - 11/30/2016
LINCOLN FINANCIAL ADVISORS CORPORATION (PAWLING NY)
IA
Issued 12/10/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/10/2012
Series 7 - General Securities Representative Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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