Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Donelan is an investment advisor representative with LPL Financial LLC. Patricia has been in the securities industry since June 20, 1979. She has served as an investment advisor representative with several other firms in the past, including Momentum Independent Network Inc., Wells Fargo Clearing Services, LLC, and UBS Financial Services Inc. Patricia is registered with the state of New Jersey and holds Series 63, 65, 7 and 8 licenses. Patricia has worked at LPL Financial LLC since May 7, 2024.
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.
Consulting and other non-discretionary advisory services
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.
1
2
NJ
05/07/2024 - Present
LPL Financial LLC (MIDDLETOWN NJ)
TX
10/24/2022 - 05/07/2024
MOMENTUM INDEPENDENT NETWORK INC. (DALLAS TX)
NJ
02/13/2009 - 11/02/2022
WELLS FARGO CLEARING SERVICES, LLC (RED BANK NJ)
NJ
07/09/1993 - 03/04/2009
UBS FINANCIAL SERVICES INC. (RED BANK NJ)
NY
06/21/1979 - 07/29/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/28/1980 - 12/04/1984
CHESTMAN SECURITIES CO., INC.
NA
06/02/1980 - 10/22/1980
VERRILLI ALTSCHULER SCHWARTZ INC.
IA
Issued 06/01/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/14/1981
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/14/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/17/1981
Series 5 - Interest Rate Options Examination
BC
Issued 06/16/1979
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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