Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Bailey is a financial advisor with Founders Financial Securities LLC in Brookfield, Connecticut. Patricia has over 8 years of experience in the financial industry, having previously worked with Securities America, Inc. and National Planning Corporation. Patricia holds the Series 6, Series 63, and SIE licenses and specializes in providing financial planning, portfolio management, and pension consulting services. Patricia's clients include high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
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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CT
11/01/2023 - Present
Founders Financial Securities LLC (Brookfield CT)
CT
10/25/2017 - 11/03/2023
SECURITIES AMERICA, INC. (BROOKFIELD CT)
CT
10/06/2015 - 10/26/2017
NATIONAL PLANNING CORPORATION (BROOKFIELD CT)
BC
Issued 03/01/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/06/2015
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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