Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Bitnar is a registered representative of Raymond James Financial Services Advisors, Inc., and has been in the financial services industry since December 5, 2004. Patricia is also a registered Investment Advisor Representative in Florida and Texas. Patricia has experience with a variety of client types, including individuals, high-net-worth individuals, businesses, corporations, charitable organizations, pension and profit-sharing plans, and insurance companies. Patricia offers a variety of financial services, including financial planning, investment management, and retirement planning. Patricia is committed to providing her clients with the highest level of service and expertise.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
FL
05/27/2020 - Present
Raymond James Financial Services Advisors, Inc. (COOPER CITY FL)
FL
12/06/2004 - 02/01/2010
RAYMOND JAMES & ASSOCIATES, INC. (WESTON FL)
BOTH
Issued 12/28/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/11/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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