Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patti? Claim Your ProfilePatti Lerch is an Investment Advisor Representative with GuidedQuest, LLC. Patti has been in the financial services industry since June 2013. Patti is registered with the state of Virginia as well as Florida, South Carolina, and Texas. In addition to her work as an Investment Advisor Representative, Patti is a paraprofessional for the Stafford County (VA) Public Schools System, where she assists children in grades (K-5) that have special needs.
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.
Helps you choose top advisors aligned with your financial goals.
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.
Share in fees charged by other advisers
1
2
VA
06/24/2016 - Present
Guidedquest, LLC (STAFFORD VA)
IA
Issued 12/28/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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