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Patricia Ann Triboletti

Kestra Investment Services, LLC

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About Patricia Ann Triboletti

Patricia Triboletti has over 20 years of experience in the financial services industry. Patricia is currently registered with Kestra Investment Services, LLC. Patricia is a licensed investment professional and holds the Series 6 and SIE licenses. Prior to joining Kestra Investment Services, LLC, Patricia worked at SAXONY SECURITIES, INC., GENWORTH FINANCIAL SECURITIES CORPORATION, and C. J. M. PLANNING CORP.

Firm Information

Patricia Triboletti is currently registered with Kestra Investment Services, LLC. Kestra Investment Services, LLC is a Limited Liability Company formed in September 2014 and is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. The firm has been involved in 14 regulatory events and 2 arbitrations.

Not reported

Assets Under Management

Not reported

Total Clients

302

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patricia Triboletti’s Registration & Firm History

NJ

12/11/2019 - Present

Kestra Investment Services, LLC (Linwood NJ)

NJ

10/26/2011 - 12/12/2019

SAXONY SECURITIES, INC. (LINWOOD NJ)

NJ

10/24/2005 - 08/18/2011

GENWORTH FINANCIAL SECURITIES CORPORATION (LINWOOD NJ)

NJ

11/06/2000 - 10/24/2005

C. J. M. PLANNING CORP. (POMPTON LAKES NJ)

PA

05/17/1994 - 09/16/1997

LINCOLN INVESTMENT PLANNING, INC. (FORT WASHINGTON PA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/03/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patricia Ann Triboletti. Review regulatory record here.
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