Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Dent is a financial advisor registered with GWN Securities Inc. in Palm Beach Gardens, Florida. Patricia has been in the industry since 2013, and holds the Series 6, Series 63, and Series 65 securities licenses, along with the SIE exam. Patricia provides advisory services to individuals and corporations. Her specialties include financial planning, market timing, and the selection of other advisors.
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.
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.
A percentage of the total value of assets under management is charged.
In lieu of hourly fee, ia can charge a flat fee
1
2
FL
07/06/2022 - Present
GWN Securities Inc. (PALM BEACH GARDENS FL)
IA
Issued 07/05/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/19/2021
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/19/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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