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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Winsett is a financial advisor with Avantax Advisory Services. Patricia has been in the financial industry since 1998 and has been registered with Avantax Advisory Services since 2011. Patricia is a Registered Representative and an Investment Advisor Representative. Patricia holds Series 6, 63 and 65 licenses and the SIE exam. Patricia has experience working with individuals and small businesses. Patricia provides a variety of financial services, including financial planning, investment management, and tax preparation. Patricia works out of the Decatur, Alabama branch office of Avantax Advisory Services.
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.
Solicitor referral services to third-party investment managers; participant enrollment meetings
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.
A percentage of the total value of assets under management is charged.
Solicitor fees
1
2
AL
01/03/2011 - Present
Avantax Advisory Services (DECATUR AL)
AL
01/14/2002 - 03/14/2008
NATIONWIDE SECURITIES, INC. (DECATUR AL)
TX
11/25/1998 - 12/14/2001
H.D. VEST INVESTMENT SERVICES (DALLAS TX)
IA
Issued 10/07/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/19/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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