Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia MacDonald is an investment advisor representative with over 14 years of experience in the financial services industry. Patricia holds the Series 7, Series 63 and Series 65 licenses. Patricia works for First Citizens Investor Services, Inc. and First Citizens Asset Management, Inc. She is also a private banker at SVB Wealth. Patricia provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Patricia has experience working with a variety of clients, including individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
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.
A percentage of the total value of assets under management is charged.
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2
NC
05/09/2024 - Present
First Citizens Investor Services, Inc. (CHARLOTTE NC)
MA
10/22/2009 - 07/03/2023
FIRST REPUBLIC SECURITIES COMPANY, LLC (BOSTON MA)
IA
Issued 04/08/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/16/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/21/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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