Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Noel Beard is a financial professional with over 18 years of experience in the financial services industry. Patricia is currently registered with Fidelity Personal and Workplace Advisors. She previously worked at Fidelity Brokerage Services LLC and WM Financial Services, Inc. Patricia holds Series 63, 66, 7, 9, and 10 licenses. She is licensed in multiple states including Massachusetts, Nevada, Texas, Utah, and Washington. Patricia specializes in providing financial planning, portfolio management, and educational seminars to individuals 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.
Comprehensive financial plans to help you achieve your personal and business goals.
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.
A percentage of the total value of assets under management is charged.
1
2
MA
07/13/2018 - Present
Fidelity Personal AND Workplace Advisors (BOSTON MA)
CA
12/19/2005 - 12/01/2008
FIDELITY BROKERAGE SERVICES LLC (SANTA MONICA CA)
CA
09/09/2004 - 10/28/2005
WM FINANCIAL SERVICES, INC. (IRVINE CA)
BOTH
Issued 06/26/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 09/22/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2011
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 06/20/2011
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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