Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Posada is a financial advisor with over 30 years of experience in the industry. Patricia currently works with Commonwealth Financial Network and previously held positions with firms including OSAIC WEALTH, INC., SAGEPOINT FINANCIAL, INC., and KOVACK SECURITIES INC. Patricia provides financial planning and portfolio management services to a variety of clients, including individuals, businesses, and retirement plans.
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.
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
CA
05/02/2024 - Present
Commonwealth Financial Network (SAN DIEGO CA)
CA
09/01/2023 - 05/03/2024
OSAIC WEALTH, INC. (CARLSBAD CA)
CA
10/18/2016 - 09/01/2023
SAGEPOINT FINANCIAL, INC. (CARLSBAD CA)
FL
10/15/2014 - 10/29/2014
KOVACK SECURITIES INC. (FT. LAUDERDALE FL)
GA
05/07/2014 - 10/15/2014
RESOURCE HORIZONS GROUP LLC (Marietta GA)
GA
06/08/2011 - 05/21/2012
BRIDGE CAPITAL ASSOCIATES, INC. (LILBURN GA)
GA
01/08/2007 - 09/30/2010
WORLD GROUP SECURITIES, INC. (DULUTH GA)
GA
10/25/2005 - 10/16/2006
STILLPOINT WEALTH MANAGEMENT, LLC (ATLANTA GA)
GA
03/01/2005 - 10/25/2005
RESOURCE HORIZONS GROUP LLC (MARIETTA GA)
GA
01/29/1998 - 02/23/2005
LINDNER CAPITAL MANAGEMENT, INC. (MARIETTA GA)
GA
09/13/1995 - 12/08/1997
DEMPSEY FINANCIAL NETWORK, INC. (ATLANTA GA)
NY
11/29/1993 - 09/07/1995
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
WI
09/25/1992 - 12/10/1993
INVEST FINANCIAL CORPORATION (APPLETON WI)
NY
04/25/1990 - 09/24/1992
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NY
03/25/1987 - 05/14/1990
PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)
IA
Issued 08/02/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/10/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/15/2001
Series 4 - Registered Options Principal Examination
BC
Issued 11/09/1995
Series 53 - Municipal Securities Principal Examination
BC
Issued 05/02/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 11/24/1992
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/1987
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Posada is the right advisor for you? Invested Better is here to help.
