Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Owens is a financial professional with over 20 years of experience in the industry. Patricia currently works for J.p. Morgan Securities LLC and is registered in multiple states, including Pennsylvania and Texas. She has previously held roles with PNC Capital Markets LLC, UVEST Financial Services Group, Inc., and SEI Investments Distribution Co.. Patricia holds the Series 63, Series 7 and Series 65 licenses and has a broad range of experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patricia is a member of the board of directors at the Philadelphia Zoological Society.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
PA
03/22/2024 - Present
J.p. Morgan Securities LLC (Philadelphia PA)
PA
07/18/2005 - 10/29/2007
PNC CAPITAL MARKETS LLC (PITTSBURGH PA)
NC
09/28/2001 - 01/03/2005
UVEST FINANCIAL SERVICES GROUP, INC. (CHARLOTTE NC)
PA
10/13/1993 - 09/19/2000
SEI INVESTMENTS DISTRIBUTION CO. (OAKS PA)
IA
Issued 03/22/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/13/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/02/2012
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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