Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Freiwald is a financial advisor with over 14 years of experience in the financial services industry. Patricia has a strong background in financial planning and investment management, and is committed to providing her clients with personalized advice and guidance. Patricia is a Certified Financial Planner™ and holds the Series 7, Series 63, and Series 65 licenses. Patricia is currently registered with LPL Financial LLC. Prior to joining LPL Financial LLC, Patricia was affiliated with CUNA Brokerage Services, Inc. and TIAA-CREF Individual & Institutional Services, LLC.
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
ME
05/18/2022 - Present
LPL Financial LLC (Orono ME)
ME
09/27/2018 - 05/18/2022
CUNA BROKERAGE SERVICES, INC. (Orono ME)
ME
09/02/2014 - 08/31/2018
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC (ORONO ME)
ME
08/11/2008 - 05/06/2011
LPL FINANCIAL LLC (BANGOR ME)
IA
Issued 02/12/2009
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/13/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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