Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Gildea is a financial advisor with over 16 years of experience in the industry. Patricia is registered with Global Retirement Partners LLC, an independent investment advisor firm based in San Rafael, CA. Patricia is also a Certified Financial Planner. Patricia's experience includes providing financial planning and portfolio management services to individuals, families, and businesses. Patricia is committed to providing her clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
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2
MA
11/17/2021 - Present
Global Retirement Partners LLC (Wilmington MA)
MO
11/09/2020 - 12/09/2022
HUB INTERNATIONAL INVESTMENT SERVICES INC. (KANSAS CITY MO)
MA
08/31/2011 - 11/10/2021
COMMONWEALTH FINANCIAL NETWORK (Wilmington MA)
MA
09/21/2010 - 09/07/2011
OGILVIE SECURITY ADVISORS CORPORATION (BURLINGTON MA)
MA
12/09/2004 - 02/18/2009
FIDELITY BROKERAGE SERVICES LLC (CAMBRIDGE MA)
BOTH
Issued 02/16/2006
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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