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 Gradl is an active advisor associated with Osaic Wealth, Inc. based in Tempe, Arizona. Patricia has worked in the financial industry since 2007. Patricia has been registered with the state of Arizona since 2022. Previously, Patricia worked for Ameriprise Financial Services, LLC, Lincoln Financial Securities Corporation and Lincoln Financial Advisors Corporation. Patricia specializes in financial planning, pension consulting, educational seminars, and portfolio management for individuals and businesses.
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.
A percentage of the total value of assets under management is charged.
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AZ
05/27/2022 - Present
Osaic Wealth, Inc. (Tempe AZ)
AZ
04/21/2021 - 06/02/2022
AMERIPRISE FINANCIAL SERVICES, LLC (Phoenix AZ)
AZ
08/21/2017 - 04/22/2021
LINCOLN FINANCIAL SECURITIES CORPORATION (TEMPE AZ)
AZ
04/22/2015 - 11/04/2015
LINCOLN FINANCIAL SECURITIES CORPORATION (TEMPE AZ)
OH
02/28/2006 - 04/14/2015
LINCOLN FINANCIAL ADVISORS CORPORATION (CLEVELAND OH)
IN
02/28/2006 - 05/10/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
BC
Issued 06/30/2020
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/27/2006
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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