Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Wojtonek-gioitta is a financial advisor who has been in the industry since 2003. Patricia is currently registered with LPL Financial LLC, and has been with them since 2010. Before joining LPL Financial LLC, Patricia was registered with AMTRUST INVESTMENT SERVICES, INC. Patricia is licensed to provide securities and investment advisory services in 14 states. Patricia has obtained licenses in the following areas: Series 6, Series 7 and Series 66. Patricia offers financial planning, portfolio management, and other consulting services to clients.
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.
Consulting and other non-discretionary advisory services
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
OH
06/23/2021 - Present
LPL Financial LLC (CLEVELAND OH)
OH
01/13/2003 - 03/10/2010
AMTRUST INVESTMENT SERVICES, INC. (ROCKY RIVER OH)
BOTH
Issued 06/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/13/2006
Series 7 - General Securities Representative Examination
BC
Issued 01/10/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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