Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Guida is a financial advisor who has been in the industry since 1991. She is currently registered with Cetera Investment Advisers LLC, a firm that provides a variety of financial services to individuals, businesses, and institutions. Patricia has extensive experience in providing financial planning, portfolio management, and pension consulting. Patricia Guida has worked for several firms, including Tower Square Securities, Inc., and MONY Securities Corporation. Patricia Guida is also registered with the state of New York, Florida, New Jersey, and Pennsylvania.
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.
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.
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2
NY
06/29/2023 - Present
Cetera Investment Advisers LLC (KINGSTON NY)
CA
06/13/2001 - 09/03/2013
TOWER SQUARE SECURITIES, INC. (EL SEGUNDO CA)
NY
09/19/1991 - 03/08/2001
MONY SECURITIES CORPORATION (NEW YORK NY)
BC
Issued 08/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 09/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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