Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Gail Powell is a financial advisor at Raymond James & Associates, Inc., with over 20 years of experience in the industry. Patricia has been registered with Raymond James & Associates, Inc. since February 10, 2006. Prior to Raymond James & Associates, Inc., Patricia worked at Legg Mason Wood Walker, Incorporated. Patricia holds Series 63, Series 7 and SIE licenses. Patricia is registered in South Carolina and holds a state exam license from South Carolina. Patricia specializes in working with high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, insurance companies, charitable organizations, banking or thrift institutions, and state or municipal government entities.
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.
Please see note in schedule d - miscellaneous
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
SC
02/10/2006 - Present
Raymond James & Associates, Inc. (MT. PLEASANT SC)
MD
10/25/2004 - 02/14/2006
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
BC
Issued 08/22/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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