Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Morgenthal Breeze is a financial advisor with over 30 years of experience in the financial services industry. Patricia is currently a registered representative and investment advisor representative of Accurate Wealth Management, LLC. Patricia also holds Series 6, 7, 22, 63 and 65 licenses. Patricia has a strong background in providing financial advice to individuals and families. Patricia is dedicated to helping clients reach 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.
Helps you choose top advisors aligned with your financial goals.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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FL
01/01/2025 - Present
Accurate Wealth Management, LLC (WESLEY CHAPEL FL)
KY
03/21/2007 - 12/31/2014
CSSC BROKERAGE SERVICES, INC. (LEXINGTON KY)
KY
03/13/2002 - 03/21/2007
MUTUAL SERVICE CORPORATION (VERSAILLES KY)
MA
12/27/1985 - 04/03/2002
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
NA
04/30/1982 - 01/02/1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
IA
Issued 07/01/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/07/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2014
SIE - Securities Industry Essentials Examination
BC
Issued 08/18/1998
Series 7 - General Securities Representative Examination
BC
Issued 08/05/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 04/29/1982
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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