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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Theresa? Claim Your ProfileTheresa Patron is a financial advisor with Raymond James Financial Services Advisors, Inc., specializing in providing financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions. Theresa is a registered representative with FINRA and is licensed to conduct business in 28 states. Theresa's expertise encompasses a wide range of investment products, including stocks, bonds, mutual funds, and ETFs. Theresa takes a personalized approach to meet the unique financial needs of each client. Theresa's commitment to providing exceptional client service and helping individuals achieve their financial goals makes her an invaluable resource for those seeking guidance on their financial journey.
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
IN
05/15/2017 - Present
Raymond James Financial Services Advisors, Inc. (FORT WAYNE IN)
IA
Issued 12/14/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/18/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/28/2013
Series 51 - Municipal Fund Securities Principal Examination
BC
Issued 03/08/2011
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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