Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Chevalier is a financial professional with over 30 years of experience in the financial services industry. Patricia is currently registered with LPL Enterprise, LLC in Sarasota, FL. Patricia has been with LPL since November 2024. Previous to that, Patricia was with Prudential Insurance Company of America and Pruco Securities, LLC in Sarasota, FL. Before that, Patricia worked for Ameriprise Financial Services Inc., MML Investors Services, LLC, and MSI Financial Services, Inc. in the Chicago area. Patricia also has previous experience with Metropolitan Life Insurance Company and Metlife Securities Inc. Patricia is a Certified Financial Planner and a Chartered Financial Consultant.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
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
FL
11/18/2024 - Present
LPL Enterprise, LLC (SARASOTA FL)
IL
05/03/2017 - 01/08/2020
AMERIPRISE FINANCIAL SERVICES, INC. (SCHAUMBURG IL)
IL
03/25/2017 - 05/08/2017
MML INVESTORS SERVICES, LLC (BUFFALO GROVE IL)
IL
06/13/1991 - 03/25/2017
MSI FINANCIAL SERVICES, INC. (BUFFALO GROVE IL)
IL
06/13/1991 - 07/09/2007
METROPOLITAN LIFE INSURANCE COMPANY (ARLINGTON HEIGHTS IL)
MA
09/05/1990 - 01/22/1991
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
09/05/1990 - 01/22/1991
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 10/20/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/12/2001
Series 24 - General Securities Principal Examination
BC
Issued 12/02/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/25/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/29/1999
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1990
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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