Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Elwood is a financial advisor with Fifth Third Securities, Inc. based in Fort Myers, FL. Patricia has been in the industry since 1993 and is registered with the state of Florida. She has previously held positions with RAYMOND JAMES FINANCIAL SERVICES, INC., BANC ONE SECURITIES CORPORATION, LINSCO/PRIVATE LEDGER CORP. and GNA SECURITIES, INC. Patricia is licensed to provide financial planning, investment advisory services and portfolio management.
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.
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.
Sponsor wrap fee program
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.
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2
FL
08/27/2013 - Present
Fifth Third Securities, Inc. (FORT MYERS FL)
FL
02/03/2004 - 07/03/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FORT MYERS FL)
IL
11/07/2001 - 02/05/2004
BANC ONE SECURITIES CORPORATION (CHICAGO IL)
SC
09/16/1994 - 09/10/2001
LINSCO/PRIVATE LEDGER CORP. (FORT MILL SC)
VA
11/13/1992 - 09/27/1994
GNA SECURITIES, INC. (GLEN ALLEN VA)
BOTH
Issued 8/26/2013
Series 66 - Uniform Combined State Law Examination
BC
Issued 2/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 5/8/1995
Series 24 - General Securities Principal Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/1994
Series 7 - General Securities Representative Examination
BC
Issued 11/11/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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