Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Betti is a financial advisor with over 16 years of experience in the industry. She is currently registered with Osaic Wealth, Inc., and previously worked with Woodbury Financial Services, Inc., FSC Securities Corporation, Sagepoint Financial, Inc., Securities America, Inc., and Foothill Securities, Inc. Patricia holds Series 7, Series 63, Series 99TO and SIE licenses. She is a licensed financial advisor in Arizona.
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.
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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AZ
04/15/2019 - Present
Osaic Wealth, Inc. (SCOTTSDALE AZ)
MN
04/15/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OAKDALE MN)
GA
04/15/2019 - 11/03/2023
FSC SECURITIES CORPORATION (ATLANTA GA)
AZ
04/15/2019 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)
AZ
12/08/2016 - 06/05/2017
SECURITIES AMERICA, INC. (PHOENIX AZ)
AZ
08/03/2009 - 12/08/2016
FOOTHILL SECURITIES, INC. (PHOENIX AZ)
AZ
08/27/2004 - 08/03/2009
CUE FINANCIAL GROUP, INC. (PHOENIX AZ)
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 06/05/2017
SIE - Securities Industry Essentials Examination
BC
Issued 08/26/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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