Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Alfano Shepherd is a financial advisor registered with Osaic Wealth, Inc. in Virginia Beach, VA. Patricia has been in the financial industry since 2001 and has a Series 6, 7, 63 and 65 licenses. She offers investment advisory services for individuals, families, and businesses. Patricia has a diverse range of experience and has worked for several financial institutions in the past including The Lincoln National Life Insurance Company and MetLife Securities 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.
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.
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.
1
2
VA
01/24/2025 - Present
Osaic Wealth, Inc. (VIRGINIA BEACH VA)
IN
10/09/2001 - 05/25/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
MA
08/13/2001 - 08/21/2001
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
08/13/2001 - 08/21/2001
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 03/21/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/01/2002
Series 7 - General Securities Representative Examination
BC
Issued 08/10/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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