Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Marie Coutre is a Registered Representative and Investment Advisor Representative associated with Insight Securities, Inc. with over 14 years of experience in the financial services industry. Patricia is licensed in Illinois and has held previous positions with J.P. MORGAN SECURITIES INC. She is well-versed in various financial products and services, and has demonstrated a strong understanding of investment strategies. Patricia's expertise encompasses areas including securities trading, municipal securities, and financial planning.
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.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
IL
06/27/2013 - Present
Insight Securities, Inc. (Highland Park IL)
IL
10/01/2008 - 05/07/2010
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
IL
11/10/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (CHICAGO IL)
BC
Issued 01/12/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/25/2016
Series 53 - Municipal Securities Principal Examination
BC
Issued 10/23/2015
Series 4 - Registered Options Principal Examination
BC
Issued 02/20/2015
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/28/2015
Series 52 - Municipal Securities Representative Examination
BC
Issued 10/24/2013
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 11/09/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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