Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Campbell is a financial advisor with over 30 years of experience in the industry. Patricia currently works for Raymond James Financial Services Advisors, Inc. in Richmond, Virginia. Patricia holds Series 63, Series 65, Series 7, 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.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
VA
12/09/2020 - Present
Raymond James Financial Services Advisors, Inc. (Richmond VA)
MA
08/09/2016 - 05/28/2020
JOHN HANCOCK DISTRIBUTORS LLC (BOSTON MA)
NY
06/02/2015 - 06/17/2016
TRANSAMERICA INVESTORS SECURITIES CORPORATION (HARRISON NY)
VA
05/07/2009 - 05/05/2015
BB&T SECURITIES, LLC (RICHMOND VA)
VA
04/19/2005 - 01/02/2013
SCOTT & STRINGFELLOW, LLC (RICHMOND VA)
MD
02/24/1995 - 03/23/2005
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
NY
07/31/1993 - 03/03/1995
SMITH BARNEY INC. (NEW YORK NY)
NY
11/24/1992 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
01/16/1990 - 10/02/1992
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
09/26/1986 - 09/02/1988
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 11/30/2020
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/24/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/20/1986
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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