Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Scott is a financial advisor with LPL Financial LLC. Patricia is a registered representative with over 25 years of experience in the financial industry. Patricia has experience working with individuals, families, and businesses to develop financial plans and investment strategies that meet their needs. Patricia has a Series 7, Series 63, Series 24, and Series 65 license, and is registered in Alabama, Arizona, California, Colorado, Florida, Iowa, Missouri, Nebraska, Nevada, North Carolina, Oklahoma, Oregon, Pennsylvania, Texas, Wisconsin, and Wyoming. Patricia is committed to providing her clients with personalized service and guidance to help them achieve their financial goals.
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.
Consulting and other non-discretionary advisory services
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.
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CO
07/30/2023 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
10/20/2005 - 04/08/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT COLLINS CO)
FL
04/13/2005 - 10/03/2005
WALLSTREET ELECTRONICA, INC. (CORAL GABLES FL)
NJ
11/02/2004 - 12/08/2004
CITISTREET EQUITIES LLC (SOMERSET NJ)
CA
02/18/2003 - 05/25/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
MN
10/29/1999 - 02/10/2003
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OH
05/14/1999 - 09/15/1999
MCDONALD INVESTMENTS INC. (CLEVELAND OH)
OH
09/04/1997 - 05/14/1999
KEY INVESTMENTS INC. (CLEVELAND OH)
IL
09/15/1993 - 09/02/1997
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
NJ
03/12/1993 - 05/07/1993
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IA
Issued 10/29/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/15/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/10/1993
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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