Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Mack is a registered investment advisor representative with Truist Advisory Services, Inc. Patricia has been in the securities industry since 1999 and has experience in providing investment advice to individuals and businesses. Patricia is licensed to provide investment advice in Georgia. She has a variety of licenses and certifications, including the Series 7, Series 6, Series 63 and Series 66 exams. Her areas of expertise include financial planning, portfolio management and publication of periodicals. Patricia is committed to providing her clients with personalized financial advice that meets their individual needs.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Wrap fee product and financial profiling services using desktop software
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.
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2
GA
09/06/2016 - Present
Truist Advisory Services, Inc. (HIRAM GA)
GA
08/28/2012 - 09/14/2015
PNC INVESTMENTS (WOODSTOCK GA)
GA
03/15/2007 - 08/25/2010
MML INVESTORS SERVICES, INC. (ATLANTA GA)
GA
10/14/1999 - 03/19/2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (ATLANTA GA)
WI
10/14/1999 - 06/16/2000
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
BOTH
Issued 07/03/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/28/2013
Series 7 - General Securities Representative Examination
BC
Issued 10/13/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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