Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Webb is a registered investment advisor representative with Summit Financial, LLC. Patricia has been in the industry since 2001 and has held registrations with several firms, including Transamerica Financial Advisors, Inc. Patricia holds a Series 66 license and a Series 7 license. Patricia is also a director and unit holder with Canon Capital Management Group, LLC, and offers insurance through various insurance companies.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
07/03/2024 - Present
Summit Financial, LLC (HARLEYSVILLE PA)
PA
01/12/2001 - 10/02/2006
TRANSAMERICA FINANCIAL ADVISORS, INC. (SOUDERTON PA)
BOTH
Issued 06/10/1999
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/07/1999
Series 7 - General Securities Representative Examination
Active
Inactive
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