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Patricia Masters Correa

Boston Partners Securities, LLC

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About Patricia Masters Correa

Patricia Correa is a financial advisor with Boston Partners Securities, LLC. Patricia has been in the industry since June 2004 and has a Series 7, Series 63, and SIE license. Patricia is registered to conduct business in 51 states.

Firm Information

Patricia Correa is currently registered with Boston Partners Securities, LLC. Boston Partners Securities, LLC is a Limited Liability Company formed in May 2004. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. They have been involved in seven Regulatory Events and one Arbitration case.

Not reported

Assets Under Management

Not reported

Total Clients

32

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patricia Correa’s Registration & Firm History

MA

06/24/2004 - Present

Boston Partners Securities, LLC (BOSTON MA)

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Licenses & Designations

BC

Issued 05/26/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/23/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia Masters Correa.
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