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 Hayton is an investment advisor representative who has been in the industry since 2002. Patricia is currently registered with Consolidated Planning Corp. and has previously worked for Wells Fargo Advisors Financial Network, LLC, UBS Financial Services Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Keegan & Company, Inc. and UBS PaineWebber Inc. Patricia holds Series 7, Series 9, Series 10 and Series 66 licenses. Patricia specializes in working with individuals, corporations, and charitable organizations.
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.
Third-party advisory fees
1
2
GA
11/09/2022 - Present
Consolidated Planning Corp. (ATLANTA GA)
GA
06/22/2010 - 08/07/2018
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (WOODSTOCK GA)
GA
03/23/2006 - 10/30/2009
UBS FINANCIAL SERVICES INC. (ATLANTA GA)
GA
12/04/2003 - 02/28/2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CUMMING GA)
TN
02/15/2002 - 12/05/2003
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
NJ
07/10/2001 - 02/26/2002
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
BOTH
Issued 08/14/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/07/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 09/29/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/09/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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