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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 Small is a Registered Investment Advisor Representative with Marcum Wealth, LLC. Small is also a Certified Public Accountant, and provides a wide range of investment services to individuals, families, and businesses. Patricia Small has been in the financial services industry since 2010, and her experience includes financial planning, portfolio management, and tax planning. She holds a Series 65 license and is also a Personal Financial Specialist.
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.
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.
Consulting
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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CT
09/22/2020 - Present
Marcum Wealth, LLC (Hartford CT)
IA
Issued 01/20/2011
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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