Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Tracy Jenkins is a financial advisor at Raymond James & Associates, Inc. located in Scottsdale, Arizona. Patricia has been in the financial services industry since November 2012 and has a broad range of experience in the industry. Patricia has held positions at several firms including RBC Capital Markets, LLC, Wells Fargo Advisors, LLC, Wells Fargo Investments, LLC, and Banc of America Investment Services, 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.
Please see note in schedule d - miscellaneous
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.
1
2
AZ
04/08/2024 - Present
Raymond James & Associates, Inc. (SCOTTSDALE AZ)
AZ
04/20/2022 - 04/10/2024
RBC CAPITAL MARKETS, LLC (SCOTTSDALE AZ)
AZ
01/03/2011 - 04/18/2011
WELLS FARGO ADVISORS, LLC (PHOENIX AZ)
AZ
10/26/2009 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (PHOENIX AZ)
AZ
10/27/2005 - 04/28/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (SCOTTSDALE AZ)
MA
08/08/2000 - 12/31/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
BOTH
Issued 07/01/2022
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/19/2022
Series 7TO - General Securities Representative Examination
BC
Issued 03/21/2022
SIE - Securities Industry Essentials Examination
BC
Issued 10/22/2009
Series 7 - General Securities Representative Examination
BC
Issued 08/07/2000
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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