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 Ingrilli has been in the financial services industry since May 2001. Patricia currently works for Allspring Funds Management, LLC where Patricia is registered as a Registered Representative and Investment Advisor Representative. Patricia has held a Series 7, Series 24, Series 53, Series 63, and Series 65 license. Patricia is licensed in all states except for North Dakota and South Dakota. Patricia has prior experience working for STRONG INVESTMENTS, INC. Patricia is currently the President of the Awake Community's Board of Directors for Awake MKE.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
WI
12/27/2016 - Present
Allspring Funds Management, LLC (Menomonee Falls WI)
WI
05/18/2001 - 04/07/2005
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
IA
Issued 08/03/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/09/2007
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/18/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Ingrilli is the right advisor for you? Invested Better is here to help.
