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 Sans has been in the financial services industry since 1984. Currently, Patricia is a Registered Representative at Raymond James & Associates, Inc.. Patricia has held previous positions at Morgan Stanley, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Lehman Brothers Inc., and E. F. Hutton & Company Inc. Patricia holds the Series 63, 65, 7, and SIE licenses. Patricia is a board member of the Greater South County Road Association.
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
12/06/2018 - Present
Raymond James & Associates, Inc. (WEST PALM BEACH FL)
FL
07/01/2011 - 09/17/2018
MORGAN STANLEY (WEST PALM BEACH FL)
FL
06/11/1993 - 07/05/2011
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PALM BEACH FL)
NY
05/14/1988 - 05/28/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
02/24/1984 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 03/31/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/1984
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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