Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Hall is a financial advisor with over 20 years of experience in the industry. Patricia is registered to offer securities and investment advisory services in 27 states, including Florida, where Patricia is currently registered with Wells Fargo Clearing Services, LLC. Patricia has held previous positions with AMERITAS INVESTMENT CORP., AMERICAN SKANDIA MARKETING, INC. and FIRST UNION BROKERAGE SERVICES, INC.. Patricia also has a background in farming and owns rental property, indicating Patricia has experience in a variety of business ventures. Patricia is an active member of the financial services industry and has a broad range of knowledge and experience to offer clients.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
FL
07/12/2011 - Present
Wells Fargo Clearing Services, LLC (OCALA FL)
NE
04/15/2004 - 12/16/2004
AMERITAS INVESTMENT CORP. (LINCOLN NE)
CT
07/07/2000 - 04/04/2002
AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)
NC
01/21/1998 - 05/26/2000
FIRST UNION BROKERAGE SERVICES, INC. (CHARLOTTE NC)
BOTH
Issued 07/08/2011
Series 66 - Uniform Combined State Law Examination
IA
Issued 01/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/22/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/1998
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/17/2011
Series 7 - General Securities Representative Examination
BC
Issued 01/20/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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