Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Flack is a financial advisor with over 30 years of experience in the industry. Patricia is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Patricia was associated with HORNOR, TOWNSEND & KENT, INC., WALNUT STREET SECURITIES, INC., FIRST OF MICHIGAN CORPORATION, SMITH BARNEY INC. and LEHMAN BROTHERS INC.. Patricia holds multiple licenses and professional designations and is experienced in various areas of financial planning, including portfolio management, insurance and retirement planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
SC
08/01/2013 - Present
LPL Financial LLC (FORT MILL SC)
PA
01/24/2007 - 01/11/2013
HORNOR, TOWNSEND & KENT, INC. (HORSHAM PA)
CA
05/02/1997 - 01/10/2007
WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)
MI
12/02/1994 - 03/24/1997
FIRST OF MICHIGAN CORPORATION (DETROIT MI)
NY
07/31/1993 - 09/07/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
09/25/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
BC
Issued 02/25/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/03/1997
Series 24 - General Securities Principal Examination
BC
Issued 11/09/1995
Series 4 - Registered Options Principal Examination
BC
Issued 07/14/1992
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/24/1991
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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