Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Carol Burns is an experienced financial professional with over two decades of experience in the industry. Patricia currently works with LPL Financial LLC, a leading financial services firm. She has a strong background in the financial services industry, having previously held positions at Equitable Advisors, LLC, Vanguard Marketing Corporation, Nationwide Securities, Inc., and Pruco Securities Corporation. Patricia is registered with the state of Pennsylvania to provide investment advice.
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
PA
10/23/2023 - Present
LPL Financial LLC (PHILADELPHIA PA)
PA
07/21/2016 - 10/31/2023
EQUITABLE ADVISORS, LLC (BALA CYNWYD PA)
PA
07/07/2004 - 07/27/2016
VANGUARD MARKETING CORPORATION (MALVERN PA)
OH
08/05/2002 - 03/05/2003
NATIONWIDE SECURITIES, INC. (COLUMBUS OH)
NJ
03/02/1998 - 11/30/1999
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BC
Issued 08/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/2012
Series 7 - General Securities Representative Examination
BC
Issued 08/02/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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