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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrycja? Claim Your ProfilePatrycja Cotter is a financial advisor with Ameriprise Financial Services, LLC. Patrycja has been in the industry since 2007 and is licensed to provide investment advice in Massachusetts and New Jersey. She previously worked at Citizens Securities, INC., Santander Securities LLC, LPL Financial LLC and IFMG Securities, INC.. Patrycja holds Series 6, 7 and 66 securities licenses and a Series 63 license for the state of Massachusetts. Patrycja's expertise includes providing asset allocation services, financial planning, pension consulting and portfolio management for both businesses and individuals.
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.
Asset allocation 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.
A percentage of the total value of assets under management is charged.
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2
MA
01/20/2023 - Present
Ameriprise Financial Services, LLC (Wellesley MA)
MA
05/05/2014 - 01/24/2023
CITIZENS SECURITIES, INC. (CHESTNUT HILL MA)
MA
09/19/2012 - 04/16/2014
SANTANDER SECURITIES LLC (CLINTON MA)
MA
05/27/2008 - 09/19/2012
LPL FINANCIAL LLC (BOSTON MA)
MA
07/18/2007 - 05/27/2008
IFMG SECURITIES, INC. (BOSTON MA)
BOTH
Issued 10/31/2017
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/27/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/12/2017
Series 7 - General Securities Representative Examination
BC
Issued 07/17/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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