Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ludgate is a financial advisor who has been in the industry for over 17 years. Patricia is a Certified Financial Planner and holds the Series 63, Series 66 and Series 7 licenses. Patricia currently works with Sovereign Financial Group, Inc. and has previously worked with LPL FINANCIAL LLC and MUTUAL SERVICE CORPORATION. Patricia works with a variety of clients including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. Patricia offers a range of advisory services including financial planning, portfolio management for individuals, portfolio management for businesses, educational seminars, and selection of other advisors.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial 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.
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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PA
10/16/2020 - Present
Sovereign Financial Group, Inc. (WYOMISSING PA)
PA
09/08/2009 - 10/28/2020
LPL FINANCIAL LLC (WYOMISSING PA)
PA
11/13/2003 - 09/08/2009
MUTUAL SERVICE CORPORATION (WYOMISSING PA)
BOTH
Issued 09/06/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 01/30/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/2003
Series 7 - General Securities Representative Examination
Active
Inactive
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