Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Patricia Holder is a financial advisor with Insigneo Advisory Services, LLC, who has been active in the financial industry since October 5, 1997. Patricia has held previous roles at Morgan Stanley, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citicorp Investment Services. Patricia holds the Series 63 and 66, and Series 7 and SIE licenses. In addition to being a financial advisor for Insigneo, Patricia is also an Investment Advisor for Insigneo Advisory Services, LLC. Patricia has a wide range of experience and is able to provide financial advice and investment management services to a variety of clients.
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.
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.
Consolidation of financial reports and consulting 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.
A percentage of the total value of assets under management is charged.
Rebates/trailer fees
1
2
FL
02/24/2024 - Present
Insigneo Advisory Services, LLC (MIAMI FL)
FL
06/01/2009 - 02/22/2024
MORGAN STANLEY (Miami FL)
FL
05/06/2002 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (MIAMI FL)
NY
10/05/1999 - 05/23/2002
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
08/01/1997 - 07/30/1999
CITICORP INVESTMENT SERVICES (LONG ISLAND CITY NY)
BOTH
Issued 08/27/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/19/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patricia Holder is the right advisor for you? Invested Better is here to help.
