Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Elebash is a financial advisor with over 20 years of experience in the industry. Patricia is currently registered with Osaic Wealth, Inc. Patricia has worked with a number of firms over the years including TRIAD ADVISORS LLC, SECURITIES AMERICA, INC., WOODBURY FINANCIAL SERVICES, INC., FSC SECURITIES CORPORATION, SAGEPOINT FINANCIAL, INC., VALIC FINANCIAL ADVISORS, INC., CETERA ADVISORS LLC, WELLS INVESTMENT SECURITIES,INC., IFG NETWORK SECURITIES, INC., COMPULIFE INVESTOR SERVICES, INC., and FIDELITY NATIONAL CAPITAL INVESTORS, INC.. Patricia offers a range of financial services, including financial planning, portfolio management, and pension consulting. Patricia has a strong commitment to helping clients reach their financial goals.
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.
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.
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2
AZ
11/03/2023 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
GA
04/12/2021 - 08/23/2024
TRIAD ADVISORS LLC (ATLANTA GA)
NE
04/12/2021 - 06/14/2024
SECURITIES AMERICA, INC. (LAVISTA NE)
MN
07/19/2017 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
07/17/2017 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
07/19/2017 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
TX
03/21/2016 - 06/26/2017
VALIC FINANCIAL ADVISORS, INC. (HOUSTON TX)
GA
08/21/2015 - 11/17/2015
CETERA ADVISORS LLC (DULUTH GA)
GA
05/17/2002 - 07/22/2009
WELLS INVESTMENT SECURITIES,INC. (NORCROSS GA)
GA
10/16/1997 - 04/22/2002
IFG NETWORK SECURITIES, INC. (ATLANTA GA)
MN
10/14/1999 - 07/03/2001
COMPULIFE INVESTOR SERVICES, INC. (ST. CLOUD MN)
GA
07/19/1995 - 03/07/1996
FIDELITY NATIONAL CAPITAL INVESTORS, INC. (ATLANTA GA)
BOTH
Issued 08/01/2016
Series 66 - Uniform Combined State Law Examination
IA
Issued 12/06/1999
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/05/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/21/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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