Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Brady has been in the financial services industry since 2004. She has worked with several well-known firms including LPL Financial LLC and Lincoln Financial Advisors Corporation. Patricia currently holds registrations with the state of New York and is registered with American Portfolios Financial Services, Inc. She holds the Series 6 and SIE licenses.
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.
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.
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2
NY
04/28/2023 - Present
American Portfolios Financial Services, Inc. (Pittsford NY)
SC
03/09/2021 - 11/09/2022
LPL FINANCIAL LLC (FORT MILL SC)
NY
04/27/2017 - 02/04/2021
LPL FINANCIAL LLC (ROCHESTER NY)
NY
08/13/2010 - 03/06/2017
LINCOLN FINANCIAL ADVISORS CORPORATION (ROCHESTER NY)
NY
01/01/2005 - 01/11/2010
HSBC SECURITIES (USA) INC. (ALBION NY)
NY
05/06/2003 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
BC
Issued 05/18/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/05/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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