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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Stallworth is a financial advisor who has been in the industry since 1994. Patricia is currently registered with Ellevest and PS Worth, LLC. Patricia specializes in financial planning, portfolio management, and educational seminars. Patricia has a wide range of experience, having worked with various firms including AXA Advisors, LLC, Laughlin Group Advisors, Inc., KMS Financial Services, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Patricia is dedicated to providing her clients with the highest quality financial advice and services.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Financial planning workshops; 1:1 consulting
1
2
CA
08/28/2023 - Present
Ellevest (IRVINE CA)
NY
11/22/2000 - 12/18/2001
AXA ADVISORS, LLC (NEW YORK NY)
NE
10/04/1995 - 05/22/1996
LAUGHLIN GROUP ADVISORS, INC. (LINCOLN NE)
WA
03/02/1995 - 09/05/1995
KMS FINANCIAL SERVICES, INC. (SEATTLE WA)
MN
10/07/1994 - 01/24/1995
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
MN
10/07/1994 - 01/24/1995
IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)
NJ
04/08/1994 - 04/28/1994
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 07/12/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/11/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2001
Series 24 - General Securities Principal Examination
BC
Issued 11/21/2000
Series 7 - General Securities Representative Examination
BC
Issued 04/07/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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