Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Centeno is a financial advisor with Truist Advisory Services, Inc., based in RICHMOND, VA. Patricia has over 30 years of experience in the financial services industry. Patricia has a Series 6, 7, 24, 52, 53, 57, 63, 65, 8, 9, 10, 14, 31 and SIE licenses. Patricia previously worked for Wells Fargo Clearing Services, LLC and First Clearing, LLC. Patricia provides financial planning and portfolio management for individuals and businesses. Patricia also offers wrap fee product and financial profiling services using desktop software.
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.
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.
Wrap fee product and financial profiling services using desktop software
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
VA
11/10/2023 - Present
Truist Advisory Services, Inc. (RICHMOND VA)
NC
04/13/2004 - 03/27/2023
WELLS FARGO CLEARING SERVICES, LLC (CHARLOTTE NC)
MO
06/09/2009 - 11/16/2016
FIRST CLEARING, LLC (ST. LOUIS MO)
VA
10/07/2004 - 03/17/2008
WACHOVIA SECURITIES FINANCIAL NETWORK, LLC (RICHMOND VA)
MD
12/01/1994 - 04/02/2004
FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)
DC
01/29/2001 - 08/18/2003
MID ATLANTIC INVESTOR SERVICES, INC. (WASHINGTON DC)
OR
04/26/1993 - 04/18/1994
MARKETING ONE SECURITIES, INC. (PORTLAND OR)
MN
06/01/1992 - 05/10/1993
FORTIS INVESTORS, INC. (OAKDALE MN)
IA
Issued 10/22/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 6/1/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 1/2/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 1/2/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 1/9/2014
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/5/2000
Series 24 - General Securities Principal Examination
BC
Issued 3/25/1999
Series 4 - Registered Options Principal Examination
BC
Issued 4/25/1997
Series 14 - Compliance Officer Examination
BC
Issued 10/24/1996
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 4/26/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 1/2/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 3/25/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 5/17/1995
Series 7 - General Securities Representative Examination
BC
Issued 5/29/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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