Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrycja? Claim Your ProfilePatrycja Gelenberg is a financial advisor with Raymond James Financial Services Advisors, Inc. based in High Point, North Carolina. Patrycja has been in the financial services industry for over 5 years, and has a wide range of experience in financial planning, investment management, and portfolio management. Patrycja is committed to helping her clients achieve their financial goals and objectives, and she strives to provide them with personalized financial advice and guidance. Patrycja holds Series 66, Series 7, and SIE licenses and is registered to provide financial advice in North Carolina and Florida. Patrycja is also an Associate/Employee at Pinnacle Financial Partners/Pinnacle Bank and Pinnacle Asset Management.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
NC
04/23/2020 - Present
Raymond James Financial Services Advisors, Inc. (High Point NC)
NC
09/18/2018 - 02/13/2020
BB&T SECURITIES, LLC (GREENSBORO NC)
BOTH
Issued 11/12/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/18/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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