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 Druckman is a Registered Investment Advisor with Envision Capital Management Ltd. Patricia has been in the industry for over 30 years. Patricia has a strong background in providing investment advice to individuals, corporations, and retirement plans. Previous firms Patricia has been affiliated with include Woodbury Financial Services, Inc., WS Griffith Securities, Inc., National Planning Corporation, Legend Capital Corporation, and Financial Network Investment Corporation. Patricia holds licenses for Series 6, Series 26, Series 63 and Series 65. Patricia is also a Chartered Financial Consultant and has additional business as an individually licensed insurance agent since 1987.
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.
Guidance on pension options to ensure a secure financial future.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Business & financial consultation
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.
A percentage of the total value of assets under management is charged.
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AZ
04/13/2006 - Present
Envision Capital Management Ltd. (SCOTTSDALE AZ)
MN
03/03/2003 - 11/01/2005
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
CT
03/21/2002 - 12/31/2002
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
CA
09/25/1992 - 12/10/2001
NATIONAL PLANNING CORPORATION (LOS ANGELES CA)
FL
07/07/1989 - 01/07/1992
LEGEND CAPITAL CORPORATION (PALM BEACH GARDENS FL)
CA
05/16/1989 - 06/27/1989
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
IA
Issued 08/22/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/26/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/30/1992
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 05/15/1989
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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