Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Beans is a financial professional with over 28 years of experience in the industry. Patricia is currently registered with Franklin Distributors, LLC. Prior to joining Franklin Distributors, LLC, Patricia was employed with Putnam Retail Management Limited Partnership, Franklin Templeton Financial Services Corp., Templeton/Franklin Investment Services, Inc., Franklin/Templeton Distributors, Inc., and Citigroup Global Markets Inc.
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.
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.
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2
CT
12/01/2005 - Present
Franklin Distributors, LLC (STAMFORD CT)
FL
02/29/2024 - 07/03/2024
PUTNAM RETAIL MANAGEMENT LIMITED PARTNERSHIP (Coral Gables FL)
FL
08/04/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (Miami FL)
FL
08/04/2020 - 07/07/2021
TEMPLETON/FRANKLIN INVESTMENT SERVICES,INC. (MIAMI FL)
FL
08/01/2020 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (Miami FL)
NY
06/21/1995 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 07/28/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2020
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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