Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Jones is a financial advisor with Truist Securities, Inc. Patricia has been in the industry since July 20, 2015. Patricia holds the Series 7, Series 63, and SIE licenses. Patricia is registered in New York. Previously, Patricia worked at CREDIT SUISSE SECURITIES (USA) LLC.
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.
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.
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2
NY
04/30/2024 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
03/26/2015 - 01/04/2024
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
BC
Issued 06/26/2015
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2015
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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