Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ostler is a financial advisor with over 20 years of experience in the industry. She is registered with Fidelity Personal and Workplace Advisors and has a strong track record of providing financial advice to individuals, families, and businesses. She is also a Certified Financial Planner. In addition to her work as a financial advisor, Patricia is also a co-owner and baker at Crazy Bakers. This experience helps her understand the needs of business owners and entrepreneurs. Patricia is committed to helping her clients achieve their financial goals.
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.
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.
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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UT
03/05/2021 - Present
Fidelity Personal AND Workplace Advisors (SALT LAKE CITY UT)
BC
Issued 12/28/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/25/2004
Series 4 - Registered Options Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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