Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Mary Fleury is a financial advisor at Janney Montgomery Scott LLC, a firm with over $85 billion in assets under management. Patricia has been in the financial industry since December 1989 and is registered with the Financial Industry Regulatory Authority (FINRA). Patricia is also registered as a broker-dealer in 35 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.
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.
Fee plus commission
1
2
GA
07/19/2012 - Present
Janney Montgomery Scott LLC (ATLANTA GA)
GA
08/19/2005 - 07/20/2012
MORGAN KEEGAN & COMPANY, INC. (ATLANTA GA)
MD
06/07/2000 - 08/24/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
09/22/1997 - 06/10/2000
J.C. BRADFORD & CO. (NEW YORK NY)
NY
10/17/1994 - 09/05/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
NY
06/01/1994 - 10/27/1994
D. BLECH & COMPANY, INCORPORATED (NEW YORK NY)
NY
12/19/1991 - 04/11/1994
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
07/31/1991 - 12/09/1991
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NJ
03/21/1989 - 01/11/1991
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 05/31/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/18/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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