Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Meier is a financial advisor at Osaic Wealth, Inc. with over 30 years of experience in the financial services industry. Patricia has held various roles at several firms including LINSCO/Private Ledger Corp., WS Griffith Securities, Inc., MML Investors Services, Inc., and Lincoln Financial Advisors Corporation. Patricia has a strong understanding of financial markets and is committed to providing personalized financial advice to her clients. Patricia holds a Series 6, 7, 24, and 63 licenses. Patricia's expertise spans various financial planning areas, including retirement planning, investment management, and estate planning.
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.
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
MO
08/04/2005 - Present
Osaic Wealth, Inc. (ST. LOUIS MO)
SC
06/10/2004 - 08/19/2005
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
CT
10/15/1998 - 06/11/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
MA
04/30/1997 - 09/28/1998
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
IN
08/25/1993 - 04/29/1997
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
08/25/1993 - 04/29/1997
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 10/01/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/05/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/13/2000
Series 7 - General Securities Representative Examination
BC
Issued 08/24/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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