Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Cozine-cole is a financial advisor who has been in the industry since 1992. Patricia is currently registered with Transamerica Financial Advisors, Inc., and has been with the firm since 2012. Patricia has a wealth of experience in the financial services industry, having previously worked with firms such as World Group Securities, Inc., WMA Securities, Inc., Fortis Investors, Inc., and Marketing One Securities, Inc. Patricia holds various licenses and certifications, including Series 6, 7, 24, 63, and 66. Patricia specializes in providing financial planning and portfolio management services to individuals and businesses. Patricia has a particular interest in working with high-net-worth individuals and charitable organizations. Patricia is committed to providing her clients with personalized financial advice and guidance.
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.
Helps you choose top advisors aligned with your financial goals.
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.
A percentage of the total value of assets under management is charged.
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2
WA
01/06/2012 - Present
Transamerica Financial Advisors, Inc. (OAK HARBOR WA)
WA
04/12/2002 - 01/06/2012
WORLD GROUP SECURITIES, INC. (OAK HARBOR WA)
GA
12/02/1996 - 04/12/2002
WMA SECURITIES, INC. (DULUTH GA)
MN
10/13/1995 - 01/01/1997
FORTIS INVESTORS, INC. (OAKDALE MN)
OR
09/08/1992 - 06/23/1995
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/04/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/29/1994
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/1993
Series 7 - General Securities Representative Examination
BC
Issued 09/04/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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