Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Piatt is a financial advisor with Prosperity Wealth Management, Inc. located in SAN RAMON, CA. Patricia has been in the financial services industry since August 4, 2000. Patricia's experience includes time spent at W&S BROKERAGE SERVICES, INC., THE HUNTINGTON INVESTMENT COMPANY, LPL FINANCIAL LLC, NATCITY INVESTMENTS, INC., WACHOVIA SECURITIES, LLC, A. G. EDWARDS & SONS, INC. Patricia holds FINRA Series 63, 66, and 7 licenses as well as the SIE and Series 24.
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.
Helps you choose top advisors aligned with your financial goals.
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.
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2
PA
02/09/2022 - Present
Prosperity Wealth Management, Inc. (Monaca PA)
PA
02/22/2019 - 03/11/2021
W&S BROKERAGE SERVICES, INC. (MONACA PA)
PA
06/19/2012 - 10/18/2018
THE HUNTINGTON INVESTMENT COMPANY (BEAVER PA)
PA
09/04/2009 - 06/01/2012
LPL FINANCIAL LLC (PITTSBURGH PA)
PA
07/08/2008 - 09/08/2009
NATCITY INVESTMENTS, INC. (CRANBERRY TWP. PA)
PA
01/01/2008 - 06/12/2008
WACHOVIA SECURITIES, LLC (PITTSBURGH PA)
PA
11/06/2006 - 01/03/2008
A. G. EDWARDS & SONS, INC. (PITTSBURGH PA)
MO
04/16/1999 - 12/31/2005
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 07/22/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/19/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/12/2016
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/12/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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