Unclaimed
Patricia Margaret Gilland has been in the financial services industry since September 4, 2000. She is currently registered as a Registered Representative with J.p. Morgan Securities LLC, which is located in Elizabethtown, Kentucky. Patricia is a licensed investment advisor and has a wide range of experience in the industry, having previously worked with Chase Investment Services Corp., PNC Investments, J.J.B. Hilliard, W.L. Lyons, Inc., and PNC Brokerage Corp. She is also a co-owner of Gilland's German Shepherds and owns rental properties in Kentucky. Patricia specializes in providing financial planning, pension consulting, 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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
KY
09/13/2013 - Present
J.p. Morgan Securities LLC (ELIZABETHTOWN KY)
KY
07/25/2007 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (RADCLIFF KY)
KY
01/01/2004 - 07/09/2007
PNC INVESTMENTS (ELIZABETHTOWN KY)
KY
11/26/2002 - 01/01/2004
J.J.B. HILLIARD, W.L. LYONS, INC. (LOUISVILLE KY)
PA
09/15/1999 - 12/19/2001
PNC BROKERAGE CORP (PITTSBURGH PA)
BOTH
Issued 12/12/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 09/12/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/14/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/30/2003
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/30/2003
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/24/2003
Series 7 - General Securities Representative Examination
BC
Issued 09/14/1999
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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