Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrizia? Claim Your ProfilePatrizia Glencer is a financial advisor with over 30 years of experience in the financial services industry. Patrizia is a registered representative with LPL Financial LLC. LPL Financial LLC is a registered investment advisor and broker-dealer with over 18,000 financial advisors and $50 billion in assets under management. Patrizia has a broad range of experience in providing financial advice, including investment planning, retirement planning, and estate planning. Patrizia holds licenses for Series 6, 24, 27, 62, and 63 exams.
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.
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2
MI
11/02/2004 - Present
LPL Financial LLC (SOUTHFIELD MI)
MI
03/09/1989 - 10/29/2004
FISCL SECURITIES, INC. (WEST BLOOMFIELD MI)
NA
06/17/1986 - 07/25/1989
FIRST HERITAGE CORPORATION
BC
Issued 04/08/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/06/1990
Series 24 - General Securities Principal Examination
BC
Issued 03/15/1986
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1996
Series 6 - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 02/26/1990
Series 62 - Corporate Securities Limited Representative Examination
Active
Inactive
F
FINRA
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