Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Nyborg is a financial advisor with over 10 years of experience in the industry. Patricia currently works for Robert W. Baird & Co. Inc. in Peoria, AZ. Previously, Patricia worked for EDWARD JONES, MORGAN STANLEY, FIRST COMMAND FINANCIAL PLANNING, INC., WFG INVESTMENTS, INC., and ASSOCIATED SECURITIES CORP.
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
AZ
12/09/2022 - Present
Robert W. Baird & Co. Inc. (Peoria AZ)
AZ
01/31/2020 - 01/06/2022
EDWARD JONES (SUN CITY AZ)
AZ
02/01/2013 - 09/04/2018
MORGAN STANLEY (PEORIA AZ)
AZ
02/13/2012 - 08/22/2012
FIRST COMMAND FINANCIAL PLANNING, INC. (GLENDALE AZ)
AZ
08/24/2009 - 04/14/2010
WFG INVESTMENTS, INC. (PEORIA AZ)
MA
07/30/2008 - 08/24/2009
ASSOCIATED SECURITIES CORP. (BOSTON MA)
BOTH
Issued 09/23/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/29/2008
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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