Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Connelly is a financial advisor with Ameritas Investment Company, LLC in Overland Park, KS. Patricia has been in the industry since January 28, 2010 and is registered to provide financial advice in Kansas and Missouri. Prior to joining Ameritas Investment Company, LLC, Patricia was affiliated with LPL FINANCIAL LLC and UVEST FINANCIAL SERVICES GROUP, INC. Patricia has passed the Series 6, Series 63, and SIE exams.
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.
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.
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2
KS
06/27/2016 - Present
Ameritas Investment Company, LLC (OVERLAND PARK KS)
KS
07/05/2011 - 09/25/2015
LPL FINANCIAL LLC (PRAIRIE VILLAGE KS)
KS
02/17/2010 - 07/05/2011
UVEST FINANCIAL SERVICES GROUP, INC. (PRAIRIE VILLAGE KS)
KS
07/05/2007 - 04/24/2008
UVEST FINANCIAL SERVICES GROUP, INC. (PRAIRIE VILLAGE KS)
BC
Issued 07/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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