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 Gift is a financial advisor with over 20 years of experience in the industry. She is currently registered with Raymond James & Associates, Inc., where she has been employed since October 2012. Previously, Patricia worked with MORGAN KEEGAN & COMPANY, INC. and FIRST ALBANY CAPITAL INC. Patricia holds a Series 7, Series 9, Series 10, Series 63, and SIE license. She has also been approved to practice in 24 states.
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
10/04/2012 - Present
Raymond James & Associates, Inc. (NAPLES FL)
FL
07/31/2006 - 03/13/2013
MORGAN KEEGAN & COMPANY, INC. (NAPLES FL)
FL
11/06/2001 - 06/08/2006
FIRST ALBANY CAPITAL INC. (NAPLES FL)
BC
Issued 06/04/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/21/2012
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 05/07/2012
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2001
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
Not sure Patricia Gift is the right advisor for you? Invested Better is here to help.
