Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Burrell is a financial advisor with LPL Financial LLC. Patricia has been in the industry since May 1, 1995. Patricia is registered to provide investment advisory services in Alabama and Texas. Patricia is a registered representative of LPL Financial LLC and holds Series 7, Series 63, and SIE securities licenses. Patricia is also a registered investment advisor representative of LPL Financial LLC. Previously, Patricia held roles at RAYMOND JAMES FINANCIAL SERVICES, INC., UVEST FINANCIAL SERVICES GROUP, INC., and COMPASS BROKERAGE, INC.
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
AL
12/11/2020 - Present
LPL Financial LLC (FAIRHOPE AL)
AL
08/08/2011 - 05/17/2013
RAYMOND JAMES FINANCIAL SERVICES, INC. (FAIR HOPE AL)
AL
06/25/2003 - 08/11/2011
UVEST FINANCIAL SERVICES GROUP, INC. (FAIRHOPE AL)
AL
04/27/1995 - 06/19/2003
COMPASS BROKERAGE, INC. (BIRMINGHAM AL)
BC
Issued 06/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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