Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Robertson is a financial advisor with over 24 years of experience in the industry. Patricia is currently registered with Osaic Wealth, Inc. and has been with the firm since 2010. Previously, Patricia was employed at Northern Trust Securities, Inc., Vision Investment Services, Inc., and BA Investment Services, Inc. Patricia's expertise spans various areas, including financial planning, portfolio management for individuals and businesses, and pension consulting. Patricia is committed to providing personalized financial advice to her clients and helping them achieve 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.
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.
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
CA
06/30/2010 - Present
Osaic Wealth, Inc. (IRVINE CA)
CA
12/14/1998 - 06/21/2010
NORTHERN TRUST SECURITIES, INC. (NEWPORT BEACH CA)
CA
04/07/2004 - 06/18/2010
VISION INVESTMENT SERVICES, INC. (NEW PORT BEACH CA)
CA
04/07/1997 - 12/09/1998
BA INVESTMENT SERVICES, INC. (OAKLAND CA)
BOTH
Issued 09/11/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/03/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Robertson is the right advisor for you? Invested Better is here to help.
