Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Toner is a financial advisor at Osaic Wealth, Inc. Patricia has over 40 years of experience in the financial services industry. She is a Certified Financial Planner™ and holds the Series 3, 7, 63 and 66 licenses. Patricia is committed to helping her clients reach their financial goals.
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.
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2
CA
09/01/2023 - Present
Osaic Wealth, Inc. (NEWPORT BEACH CA)
CA
10/31/2005 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (NEWPORT BEACH CA)
AZ
05/29/1990 - 10/31/2005
SENTRA SECURITIES CORPORATION (PHOENIX AZ)
NY
03/23/1992 - 07/08/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
03/16/1992 - 03/20/1992
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
05/14/1988 - 02/20/1990
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
08/26/1982 - 05/14/1988
E. F. HUTTON & COMPANY INC
BOTH
Issued 06/08/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/03/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/25/1983
Series 3 - National Commodity Futures Examination
BC
Issued 08/21/1982
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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