Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Sala is a financial advisor with over 16 years of experience in the financial services industry. Patricia is currently registered with LPL Financial LLC in Marquette, MI. Patricia has a strong track record of providing comprehensive financial planning and investment management services to individuals, families, and businesses. Prior to joining LPL Financial LLC, Patricia was a Financial Advisor at OSAIC INSTITUTIONS, INC. and WELLS FARGO CLEARING SERVICES, LLC. Patricia holds a Series 6, 7 and 66 securities licenses.
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.
Consulting and other non-discretionary advisory services
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.
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2
MI
02/01/2024 - Present
LPL Financial LLC (MARQUETTE MI)
MI
03/14/2022 - 02/01/2024
OSAIC INSTITUTIONS, INC. (Marquette MI)
FL
08/08/2017 - 03/30/2021
WELLS FARGO CLEARING SERVICES, LLC (FORT MYERS FL)
MI
08/24/2005 - 03/23/2007
FIFTH THIRD SECURITIES, INC. (NORTHVILLE MI)
BOTH
Issued 07/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2017
Series 7 - General Securities Representative Examination
BC
Issued 08/23/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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