Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Almony is an investment advisor representative with Equity Services, Inc. based in Timonium, MD. Patricia has over 30 years of experience in the financial industry, having previously worked at firms such as SunTrust Investment Services, Inc., M&T Securities, Inc., and Uvest Financial Services Group, Inc. She holds Series 7, 26, 63, and 65 licenses as well as the SIE exam. Patricia is registered to provide investment advice in 10 states.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
MD
06/19/2018 - Present
Equity Services, Inc. (TIMONIUM MD)
MD
01/12/2015 - 06/04/2018
SUNTRUST INVESTMENT SERVICES, INC. (COCKEYSVILLE MD)
MD
05/22/2009 - 01/13/2015
M&T SECURITIES, INC. (BALTIMORE MD)
MD
07/01/2003 - 05/28/2009
UVEST FINANCIAL SERVICES GROUP, INC. (BALTIMORE MD)
CA
05/16/1991 - 07/01/2003
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
MD
09/21/1990 - 05/01/1991
FIRST MARYLAND BROKERAGE CORPORATION (BALTIMORE MD)
IA
Issued 01/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/31/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/28/2002
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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