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 with over 30 years of experience in the industry. She has held positions with Tower Square Securities, Inc., MONY Securities Corporation, and Cetera Advisor Networks LLC. Patricia is currently registered with Cetera Investment Advisers LLC and is licensed to provide financial advice in Florida, New Jersey, New York, and Pennsylvania. Patricia offers a range of financial services, including financial planning, pension consulting, educational seminars, selection of other advisors, and portfolio management for businesses and individuals.
KINGSTON, NY
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 8/12/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 2/10/2006
Series 7 - General Securities Representative Examination
BC
Issued 9/18/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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