Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Willis Imperial is a registered Investment Advisor Representative with CWA Asset Management Group. Patricia has been in the securities industry for over 20 years. She is currently registered with the state of Tennessee and has previously been registered with the state of Florida and North Carolina. Patricia specializes in providing financial planning and portfolio management services to a wide range of clients, including individuals, businesses, charities, and retirement plans. Patricia is a graduate of Vanderbilt University.
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.
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.
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
TN
04/06/2022 - Present
CWA Asset Management Group (Nashville TN)
FL
06/07/2022 - 10/13/2023
THE LEADERS GROUP, INC. (Naples FL)
TN
11/09/2012 - 06/12/2020
FIFTH THIRD SECURITIES, INC. (NASHVILLE TN)
NC
09/08/2000 - 11/01/2011
SUNTRUST INVESTMENT SERVICES, INC. (DURHAM NC)
BOTH
Issued 03/09/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/14/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2000
Series 7 - General Securities Representative Examination
Active
Inactive
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