Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Beacham Respess is a financial professional with over 20 years of experience in the industry. Patricia is currently registered with Osaic Institutions, Inc. and has been with the firm since July 2020. Patricia provides financial planning, portfolio management, and educational seminars to individuals, corporations, and charitable organizations. Prior to joining Osaic Institutions, Patricia worked as a financial advisor for BB&T Securities, LLC, and BB&T Investment Services, Inc.. Patricia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Personalized portfolio management to meet individual financial objectives.
Solicitation services for other advisers
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
NC
07/21/2020 - Present
Osaic Institutions, Inc. (Edenton NC)
NC
01/02/2018 - 07/07/2020
BB&T SECURITIES, LLC (PLYMOUTH NC)
NC
03/22/2006 - 01/02/2018
BB&T INVESTMENT SERVICES, INC. (PLYMOUTH NC)
NC
12/13/2000 - 12/31/2004
BB&T INVESTMENT SERVICES, INC. (CHARLOTTE NC)
IA
Issued 05/26/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/29/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/27/2008
Series 7 - General Securities Representative Examination
BC
Issued 12/12/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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