Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Musachio is a financial advisor at LPL Financial LLC in Schaumburg, Illinois. Patricia has been working in the financial industry since January 1992 and has a wide range of experience in providing financial advice and investment services to individuals, families, and businesses. Patricia specializes in financial planning, portfolio management, and investment consulting. Patricia is registered to offer financial and investment advice in Arizona, California, Florida, Illinois, Indiana, Nevada, and Wisconsin. Patricia is a member of FINRA and holds Series 6, 7, 24, 63, and 65 licenses.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
02/03/2003 - Present
LPL Financial LLC (SCHAUMBURG IL)
DE
09/20/1995 - 02/12/2003
1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)
NJ
01/17/1992 - 09/29/1995
PRUCO SECURITIES CORPORATION (NEWARK NJ)
NJ
01/17/1992 - 12/10/1993
THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)
IA
Issued 02/26/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/11/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1996
Series 7 - General Securities Representative Examination
BC
Issued 01/16/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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