Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrisha? Claim Your ProfilePatrisha Lee is a financial advisor at Ameritas Advisory Services, LLC. Patrisha has been in the financial industry for over 17 years. Patrisha has experience in a variety of financial areas, including financial planning, portfolio management, and insurance. Patrisha is also an instructor at Southern Methodist University, where she teaches continuing education classes. Patrisha is committed to helping clients achieve their financial goals.
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.
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.
Solicitor fees
1
2
TX
11/01/2021 - Present
Ameritas Advisory Services, LLC (PLANO TX)
TX
11/25/2015 - 09/11/2019
PARK AVENUE SECURITIES LLC (ADDISON TX)
TX
03/05/2009 - 05/18/2015
MML INVESTORS SERVICES, LLC (DALLAS TX)
TX
11/06/2006 - 12/22/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)
TX
10/05/2005 - 10/17/2006
LINCOLN FINANCIAL ADVISORS CORPORATION (DALLAS TX)
IN
10/05/2005 - 04/06/2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IN
05/30/2005 - 08/05/2005
LINCOLN FINANCIAL ADVISORS CORPORATION (FORT WAYNE IN)
IN
05/30/2005 - 08/05/2005
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (FORT WAYNE IN)
IA
Issued 12/02/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/15/2005
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/28/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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