Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Maisongodfrey is a financial advisor with Archer Investment Corp., where Patricia is registered as an Investment Advisor Representative. Patricia has been in the industry since 1993. Prior to joining Archer Investment Corp., Patricia worked with AVANTAX INVESTMENT SERVICES, INC., where Patricia was registered as a Registered Representative for over 25 years. Patricia has her Series 7, Series 63 and SIE licenses. In addition to providing financial advice, Patricia also provides other services, including tax preparation, notary services, and insurance sales.
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.
Guidance on pension options to ensure a secure financial future.
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.
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IN
11/12/2020 - Present
Archer Investment Corp. (CARMEL IN)
CA
12/13/1993 - 10/14/2020
AVANTAX INVESTMENT SERVICES, INC. (La Mesa CA)
BC
Issued 12/13/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
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