Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Luaula Kazumba is a financial advisor with over 20 years of experience in the financial services industry. Patricia is currently registered with Cambridge Investment Research Advisors, Inc., a firm with a strong reputation for providing comprehensive financial planning services. Patricia is also a Certified Financial Planner™, demonstrating her commitment to professional development and providing clients with the highest level of financial guidance.
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.
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.
Solicitation fees from 3rd party money managers
1
2
MD
06/06/2022 - Present
Cambridge Investment Research Advisors, Inc. (BETHESDA MD)
MD
11/01/2010 - 05/01/2014
TRIAD ADVISORS, INC. (MAPLE LAWN MD)
MD
01/02/2003 - 11/03/2010
LINCOLN FINANCIAL ADVISORS CORPORATION (MAPLE LAWN MD)
IN
01/02/2003 - 04/05/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BOTH
Issued 12/13/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/23/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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