Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Francine Grazioso has been in the financial services industry since 1981. Patricia is registered with Ameriprise Financial Services, LLC and currently works in the Oakbrook Terrace, IL office. Patricia also works in the Lauderdale By The Sea, FL office. Previously, Patricia worked at Ameriprise Advisor Services, Inc., Citigroup Global Markets Inc., Prudential Securities Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
IL
10/05/2009 - Present
Ameriprise Financial Services, LLC (Oakbrook Terrace IL)
IL
10/06/2006 - 10/05/2009
AMERIPRISE ADVISOR SERVICES, INC. (NORTHBROOK IL)
IL
01/16/1995 - 10/23/2006
CITIGROUP GLOBAL MARKETS INC. (BARRINGTON IL)
NY
09/27/1991 - 12/22/1994
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NY
11/25/1981 - 10/01/1991
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/15/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/05/1982
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/13/2007
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/21/1981
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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