Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Farnsworth is a financial advisor with over 20 years of experience in the industry. Patricia is currently registered with LPL Financial LLC and has been with the firm since September 2009. Previously, Patricia was associated with Associated Securities Corp., Morgan Stanley DW Inc., Morgan Stanley Dean Witter Online Inc., Invest Financial Corporation, and Fidelity Brokerage Services, Inc. Patricia holds Series 6, SIE, and Series 63 licenses and specializes in a wide range of investment products and services for individuals and families, including investment clubs, charitable organizations, and businesses.
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.
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2
UT
09/08/2009 - Present
LPL Financial LLC (SOUTH JORDAN UT)
UT
06/27/2001 - 09/08/2009
ASSOCIATED SECURITIES CORP. (SALT LAKE CITY UT)
NY
11/01/2000 - 05/02/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
CA
07/18/2000 - 11/01/2000
MORGAN STANLEY DEAN WITTER ONLINE INC. (SAN FRANCISCO CA)
WI
05/14/1999 - 05/31/2000
INVEST FINANCIAL CORPORATION (APPLETON WI)
RI
06/10/1998 - 02/22/1999
FIDELITY BROKERAGE SERVICES, INC. (SMITHFIELD RI)
BC
Issued 06/15/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/1998
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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