Unclaimed
Patricia Denise Chituck is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc., a leading financial services firm. Patricia has been in the financial services industry since 2002. Her experience encompasses a broad range of services, and she is registered to conduct business in several states including Connecticut, New York and Texas. Prior to joining Merrill Lynch, Patricia worked for IFMG Securities, Inc. and Essex National Securities, Inc.. Patricia holds several securities licenses, including the Series 7, Series 6, Series 63 and Series 66. She has extensive experience providing financial advice to individuals, businesses, and institutions.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
03/15/2010 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (RIVERHEAD NY)
NY
03/01/2005 - 11/21/2006
IFMG SECURITIES, INC. (RIVERHEAD NY)
CA
03/07/2002 - 02/28/2005
ESSEX NATIONAL SECURITIES, INC. (NAPA CA)
BOTH
Issued 01/28/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/12/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/2004
Series 7 - General Securities Representative Examination
BC
Issued 03/06/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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