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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 Foley is a financial advisor with Lincoln Investment in KNIGHTDALE, NC. Patricia has been in the financial industry since 2005 and has been with Lincoln Investment since 2012. Patricia holds both the Series 6 and the SIE exams. Patricia also has experience with CAPITAL ANALYSTS, INCORPORATED, where she worked from 2005 to 2012.
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.
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.
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2
NC
06/01/2012 - Present
Lincoln Investment (KNIGHTDALE NC)
NC
11/14/2005 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (KNIGHTDALE NC)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/26/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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