Unclaimed
Patricia Ann Shipe is a financial professional with over 23 years of experience in the industry. Patricia is currently registered with Nationwide Investment Services Corp. and holds Series 6, 63, and 65 securities licenses as well as the SIE exam. Patricia specializes in investment company products/variable contracts.
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.
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.
1
2
OH
04/29/1999 - Present
Nationwide Investment Services Corp. (COLUMBUS OH)
IA
Issued 08/16/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/26/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/28/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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