Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Rosendahl is a financial advisor with Edward Jones, a firm that has over $825 billion in regulatory assets under management. Patricia has been in the financial services industry since 1987, and is licensed to provide financial advice in 28 states. She holds the Series 7, Series 6, Series 63, and Series 65 licenses. Patricia is also a Certified Financial Planner and a Chartered Financial Consultant.
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.
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.
A percentage of the total value of assets under management is charged.
See schedule d - miscellaneous
1
2
FL
06/25/2008 - Present
Edward Jones (JENSEN BEACH FL)
NC
07/28/2003 - 04/20/2007
METLIFE SECURITIES INC. (RALEIGH NC)
NC
07/28/2003 - 04/20/2007
METROPOLITAN LIFE INSURANCE COMPANY (RALEIGH NC)
MA
11/25/1987 - 06/26/2003
METLIFE SECURITIES INC. (SPRINGFIELD MA)
NY
11/25/1987 - 06/26/2003
METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)
IA
Issued 01/17/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/23/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/1998
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1987
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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