Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Fata is an investment advisor representative at Fata Financial. Patricia has been in the industry since 2000 and holds a Series 7 and Series 66 licenses. She is a certified financial planner and specializes in financial planning and portfolio management for individuals. Patricia's firm manages over $22 million in assets for 36 clients.
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.
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.
A percentage of the total value of assets under management is charged.
1
2
CA
05/10/2002 - Present
Fata Financial (Belvedere CA)
NY
03/05/2001 - 12/03/2001
MORGAN STANLEY DW INC. (PURCHASE NY)
GA
09/07/2000 - 03/08/2001
FSC SECURITIES CORPORATION (ATLANTA GA)
BOTH
Issued 11/29/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Patricia Fata is the right advisor for you? Invested Better is here to help.
