Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Green is a financial professional with over 20 years of experience in the industry. Patricia has held licenses and registrations in New York since 2001. Patricia has been affiliated with ESL Investment Services, LLC since 2006 and has experience with LPL Financial LLC, Primevest Financial Services, Inc. and other firms. Patricia holds several securities licenses including Series 6, 7, 26, 63, 99TO and SIE and holds a current registration with FINRA and the state of New York. Patricia is committed to providing her clients with personalized financial advice and guidance.
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.
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.
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NY
07/21/2006 - Present
ESL Investment Services, LLC (ROCHESTER NY)
MN
04/06/2001 - 05/21/2001
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
BC
Issued 04/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2005
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/16/2016
Series 7 - General Securities Representative Examination
BC
Issued 04/05/2001
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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