Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Kresmery is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Patricia has been in the industry since 1987 and has held positions at several firms, including UBS Financial Services Inc., Everen Securities, Inc., and Prescott, Ball & Turben, Inc. Patricia holds a Series 7, Series 9, Series 10, Series 63, and Series 66 license and has been registered in numerous states. Patricia's area of specialization includes investment management, financial planning, and retirement planning. Patricia Kresmery provides investment management, financial planning, and retirement planning to a wide range of clients, including individuals, families, 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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
MI
06/04/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BLOOMFIELD HILLS MI)
MI
05/25/2012 - 06/25/2012
MORGAN STANLEY SMITH BARNEY (BLOOMFIELD HILLS MI)
MI
04/28/2010 - 05/29/2012
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BLOOMFIELD HILLS MI)
MI
04/01/2005 - 05/13/2009
UBS FINANCIAL SERVICES INC. (BIRMINGHAM MI)
NY
09/30/1993 - 03/16/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
MO
09/04/1990 - 09/10/1993
EVEREN SECURITIES, INC. (ST. LOUIS MO)
NA
09/24/1987 - 09/04/1990
PRESCOTT, BALL & TURBEN, INC.
BOTH
Issued 8/26/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/27/2006
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 11/6/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 9/19/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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