Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia A. Weir is a financial advisor with over 10 years of experience in the financial services industry. Patricia has held positions at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley, and now works for Raymond James & Associates, Inc. in Allentown, PA. Patricia is a registered representative and investment advisor representative. She holds the Series 7, SIE and Series 66 licenses. Patricia's areas of specialization include portfolio management for individuals and businesses, financial planning, and pension consulting.
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.
Please see note in schedule d - miscellaneous
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
PA
09/26/2023 - Present
Raymond James & Associates, Inc. (ALLENTOWN PA)
PA
08/11/2021 - 08/11/2023
MORGAN STANLEY (Allentown PA)
PA
10/05/2012 - 05/28/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (ALLENTOWN PA)
BOTH
Issued 12/23/2012
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2012
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
M
MEMX LLC
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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