Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Maria Tenuto is a registered investment advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patricia has been in the securities industry since 1987, working for several firms such as Paine Webber Incorporated, ABN AMRO Investment Services, Inc., and EAB Securities, Inc. She is licensed in 35 states and 2 districts. Patricia is a highly experienced advisor and has received a wide range of qualifications, including passing the Series 7, Series 63, and SIE exams. Patricia is a well-respected professional with an extensive track record of success in the securities industry. She is passionate about helping her clients reach their financial goals and provides a variety of financial planning and investment services to meet their needs.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/23/2009 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NJ
10/14/1997 - 11/14/1997
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
IL
07/08/1993 - 01/02/1997
ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)
NA
05/21/1987 - 07/08/1993
EAB SECURITIES, INC.
BC
Issued 08/13/1987
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/1987
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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