Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Lynn Arvin has over 25 years of experience in the financial services industry. Patricia is currently a registered representative with Raymond James & Associates, Inc. in ST. PETERSBURG, FL. Previously, Patricia was with The LEADERS GROUP, INC. in LITTLETON, CO, ING FINANCIAL PARTNERS, INC. in FORT WAYNE, IN, NFP SECURITIES, INC. in INDIANAPOLIS, IN, JEFFERSON PILOT SECURITIES CORPORATION in FORT WAYNE, IN and MANULIFE FINANCIAL SECURITIES LLC in BOSTON, MA. Patricia has passed the Series 6, Series 63 and SIE exams. Patricia holds registrations in Indiana, Kentucky and Ohio. Patricia specializes in providing financial services to individuals, high-net-worth individuals, corporations, businesses, insurance companies, charitable organizations, pension and profit-sharing plans, banking or thrift institutions, and state or municipal government entities.
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
06/27/2016 - Present
Raymond James & Associates, Inc. (ST. PETERSBURG FL)
CO
02/11/2008 - 06/08/2016
THE LEADERS GROUP, INC. (LITTLETON CO)
IN
02/14/2007 - 07/19/2007
ING FINANCIAL PARTNERS, INC. (FORT WAYNE IN)
IN
12/02/2005 - 07/13/2006
NFP SECURITIES, INC. (INDIANAPOLIS IN)
IN
09/12/2002 - 12/06/2005
JEFFERSON PILOT SECURITIES CORPORATION (FORT WAYNE IN)
MA
06/23/1993 - 08/02/2002
MANULIFE FINANCIAL SECURITIES LLC (BOSTON MA)
BC
Issued 06/18/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/11/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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