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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 Lamotta is a financial advisor who has been in the industry since 2011. She is currently registered with the state of Pennsylvania and Texas as an investment advisor representative and with New Jersey as a broker. Patricia is also a Certified Financial Planner and has a Series 7, Series 63, Series 65 and SIE license. She is a registered representative of Vanguard Advisers, Inc. and her experience includes time at PNC CAPITAL MARKETS LLC and J.J.B. HILLIARD, W.L. LYONS, INC.. Patricia focuses on providing financial advice to individuals, high-net-worth individuals, corporations and other businesses, pooled investment vehicles, charitable organizations, health and welfare trusts, and state or municipal government entities.
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.
Helps you choose top advisors aligned with your financial goals.
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.
1
2
PA
04/24/2021 - Present
Vanguard Advisers, Inc. (MALVERN PA)
PA
08/29/2006 - 12/31/2008
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
PA
01/01/2004 - 08/09/2006
PNC INVESTMENTS (PHILADELPHIA PA)
KY
04/21/1999 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
12/08/1998 - 04/21/1999
PNC BROKERAGE CORP (PITTSBURGH PA)
BC
Issued 04/02/2021
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 09/18/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/26/2021
SIE - Securities Industry Essentials Examination
BC
Issued 12/03/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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