Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Colleen Wilson is a registered representative with Raymond James & Associates, Inc. Wilson has been in the industry since 2017 and is registered in 40 states. Wilson is also a registered investment advisor in Illinois. Wilson is a Series 66, Series 63, Series 10, Series 9, Series 7 and SIE exam holder. The firm's main office is in St. Petersburg, Florida. The firm manages assets for individuals, businesses, and pension and profit-sharing plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
IL
07/24/2017 - Present
Raymond James & Associates, Inc. (SYCAMORE IL)
BOTH
Issued 07/21/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/23/2018
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/02/2017
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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