Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Doran is a financial advisor at Raymond James & Associates, Inc. Patricia has been in the financial services industry since 1997. Patricia holds licenses for Series 7, 9, 10, 63, and SIE. Patricia has worked for several firms including Raymond James Financial Services, Inc., Citigroup Global Markets Inc., First Union Securities, Inc. and Smith Barney Inc. Patricia is registered to do business in 52 states and is an approved FINRA representative. Patricia specializes in providing financial planning, portfolio management for individuals and businesses, pension consulting, educational seminars, and selection of other advisors.
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.
Please see note in schedule d - miscellaneous
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
FL
10/09/2015 - Present
Raymond James & Associates, Inc. (Panama City FL)
FL
01/10/2011 - 10/05/2015
RAYMOND JAMES FINANCIAL SERVICES, INC. (PANAMA CITY FL)
FL
04/05/2000 - 02/02/2009
CITIGROUP GLOBAL MARKETS INC. (PENSACOLA FL)
MO
02/25/1998 - 03/30/2000
FIRST UNION SECURITIES, INC. (ST. LOUIS MO)
NY
05/05/1997 - 11/17/1997
SMITH BARNEY INC. (NEW YORK NY)
BC
Issued 06/27/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/17/2000
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/17/2000
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/02/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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