Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Latimer is a registered investment advisor representative with Robert W. Baird & Co. Inc.. Patricia has been in the financial services industry since 1994. Patricia Latimer holds the Series 63, Series 65, and Series 7 licenses. Patricia has a history of working in the financial services industry. Patricia Latimer has worked for RAYMOND JAMES & ASSOCIATES, INC., MORGAN KEEGAN & COMPANY, INC., PFIC SECURITIES CORPORATION, and INVEST FINANCIAL CORPORATION.
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.
Strategic management for diversified investment portfolios.
See schedule d
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.
Fees calculated based on the performance of your investments relative to a benchmark.
Hard dollar payments for research
1
2
KY
01/25/2022 - Present
Robert W. Baird & Co. Inc. (MURRAY KY)
KY
02/13/2013 - 02/18/2022
RAYMOND JAMES & ASSOCIATES, INC. (MURRAY KY)
KY
07/28/2004 - 02/13/2013
MORGAN KEEGAN & COMPANY, INC. (MURRAY KY)
TN
11/11/1998 - 08/05/2004
PFIC SECURITIES CORPORATION (FRANKLIN TN)
WI
09/15/1994 - 11/19/1998
INVEST FINANCIAL CORPORATION (APPLETON WI)
IA
Issued 07/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/14/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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