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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Jean McConnell is an active advisor with over 20 years of experience in the financial services industry. She is currently registered with LPL Financial LLC. Patricia Jean McConnell has worked for a number of financial institutions including WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, LINCOLN INVESTMENT and FSC SECURITIES CORPORATION. Patricia Jean McConnell holds Series 7, Series 24, Series 63 and SIE licenses and is registered in Ohio.
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.
Consulting and other non-discretionary advisory 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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
OH
01/17/2024 - Present
LPL Financial LLC (WESTERVILLE OH)
OH
06/30/2023 - 12/21/2023
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (TROY OH)
OH
06/01/2012 - 05/16/2023
LINCOLN INVESTMENT (WORTHINGTON OH)
OH
04/29/2011 - 06/01/2012
CAPITAL ANALYSTS, INCORPORATED (WORTHINGTON OH)
OH
11/07/2005 - 05/02/2011
FSC SECURITIES CORPORATION (WORTHINGTON OH)
IN
01/30/2003 - 11/09/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
01/30/2003 - 11/09/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
12/06/2002 - 12/20/2002
CUNA BROKERAGE SERVICES, INC. (WAVERLY IA)
AZ
08/07/2001 - 08/01/2002
ROYAL ALLIANCE ASSOCIATES, INC. (SCOTTSDALE AZ)
BC
Issued 03/18/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/10/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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