Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Elaine Veney is a financial advisor with over 25 years of experience in the industry. Patricia has a strong background in accounting and tax preparation, and she also holds a Series 6 and Series 66 license. Patricia currently works with Osaic Wealth, Inc., providing financial advice and planning services to individuals, families, and businesses. She is also a licensed insurance agent and has experience in providing life insurance and long term care solutions. Patricia is committed to helping her clients achieve their financial goals, and she takes pride in her personalized approach to service.
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.
1
2
MD
01/19/2024 - Present
Osaic Wealth, Inc. (OWINGS MILLS MD)
MD
03/01/2019 - 01/19/2024
WOODBURY FINANCIAL SERVICES, INC. (OWINGS MILLS MD)
MD
04/24/2014 - 03/01/2019
QUESTAR CAPITAL CORPORATION (OWINGS MILLS MD)
MD
07/12/2012 - 04/14/2014
COLORADO FINANCIAL SERVICE CORPORATION (WINDSOR MILL MD)
MD
08/19/1998 - 06/29/2012
MONEY CONCEPTS CAPITAL CORP (WINDSOR MILL MD)
BOTH
Issued 07/02/1998
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/07/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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