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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Mims is a financial advisor with Crossmark Global Investments, Inc. Patricia has been in the financial services industry since June 2018 and has experience in various roles at different firms, including Linden Thomas and Company Securities, LLC, ATHENE SECURITIES, LLC, and Redbridge Global Markets LLC. Patricia holds several licenses and certifications, including Series 7, Series 24, Series 27, Series 66, and SIE, demonstrating their knowledge and expertise in the financial services industry. Currently, Patricia serves as a registered representative and investment advisor representative for Crossmark Global Investments, Inc. They have a strong track record of providing investment advice and guidance to clients, including individuals, families, and businesses.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
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2
TX
01/31/2019 - Present
Crossmark Global Investments, Inc. (HOUSTON TX)
TX
08/01/2023 - 03/28/2024
REDBRIDGE GLOBAL MARKETS, LLC (Houston TX)
NJ
04/12/2023 - 03/01/2024
3G FINANCIAL (HOLMDEL NJ)
NC
10/28/2021 - 03/01/2024
LINDEN THOMAS AND COMPANY SECURITIES, LLC (CHARLOTTE NC)
IA
12/10/2021 - 02/29/2024
ATHENE SECURITIES, LLC (WEST DES MOINES IA)
BOTH
Issued 12/17/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/15/2021
Series 24 - General Securities Principal Examination
BC
Issued 06/03/2018
Series 27 - Financial and Operations Principal Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 11/06/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/05/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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