Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Anne Holmes is a financial advisor with Franklin Distributors, LLC in Rancho Cordova, CA. Patricia has been in the financial services industry since 2018. She has a Series 7TO, Series 63, and SIE licenses. Patricia is registered to sell securities in 53 states and is also registered with FINRA. Previously, she worked at Franklin Templeton Financial Services Corp. and Franklin/Templeton Distributors, Inc.
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.
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2
CA
07/07/2021 - Present
Franklin Distributors, LLC (Rancho Cordova CA)
CA
06/24/2020 - 07/07/2021
FRANKLIN TEMPLETON FINANCIAL SERVICES CORP. (RANCHO CORDOVA CA)
CA
11/21/2018 - 07/07/2021
FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (RANCHO CORDOVA CA)
BC
Issued 02/11/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2018
Series 7TO - General Securities Representative Examination
BC
Issued 10/25/2018
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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