Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Tanchuk is a financial advisor associated with Ameriprise Financial Services, LLC. She has over 25 years of experience in the financial industry and is registered to provide investment advice in Florida. Patricia has held previous roles with Raymond James & Associates, Inc., Janney Montgomery Scott LLC, Corporate Securities Group, Inc. and Smith Barney Inc. Patricia has Series 7 and Series 63 licenses, as well as the SIE exam.
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.
Asset allocation services
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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FL
04/18/2017 - Present
Ameriprise Financial Services, LLC (BOCA RATON FL)
FL
09/21/2006 - 03/10/2017
RAYMOND JAMES & ASSOCIATES, INC. (BOCA RATON FL)
FL
01/05/1999 - 10/09/2006
JANNEY MONTGOMERY SCOTT LLC (BOCA RATON FL)
MO
10/18/1996 - 07/16/1999
CORPORATE SECURITIES GROUP, INC. (ST. LOUIS MO)
NY
08/02/1994 - 02/14/1996
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 12/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/01/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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