Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Sanchez-valdez is a financial professional with over 17 years of experience in the industry. Patricia currently works at Fidelity Brokerage Services LLC and is registered to offer securities in 53 states. Patricia previously worked at ALLSTATE FINANCIAL SERVICES, LLC, HSBC SECURITIES (USA) INC., CITIGROUP GLOBAL MARKETS INC. and CITICORP INVESTMENT SERVICES. Patricia holds Series 6, 7, 63 and SIE licenses.
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
NH
01/26/2023 - Present
Fidelity Brokerage Services LLC (MERRIMACK NH)
NY
03/15/2018 - 11/02/2022
ALLSTATE FINANCIAL SERVICES, LLC (Mount Vernon NY)
NY
06/21/2013 - 06/27/2017
HSBC SECURITIES (USA) INC. (PELHAM NY)
NY
05/29/2007 - 06/18/2013
CITIGROUP GLOBAL MARKETS INC. (BRONX NY)
NY
07/25/2005 - 05/29/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
BC
Issued 08/01/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/24/2006
Series 7 - General Securities Representative Examination
BC
Issued 07/22/2005
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
New York Stock Exchange
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