Patricia StrongCRD Number: 6730468
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patricia Strong (CRD# 6730468) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Chandler, AZ and has over 3 years of experience in the finance industry.
Transamerica Financial Advisors, Inc.
Dynamic Wealth Partners, LLC
|Bank Of America, N.a.||Chandler, AZ||Feb 2020 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chandler, AZ||Jan 2020 - Current||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Jacksonville, FL||Nov 2016 - Jan 2020||3|
|Abba Construction||Jacksonville, FL||Sep 2016 - Nov 2016||< 1|
|Smg Jacksonville||Jacksonville, FL||May 2015 - Sep 2016||1|
|University Of North Florida||Jacksonville, FL||Aug 2014 - Jul 2016||1|
|Follett Educational Group||Jacksonville, FL||Dec 2015 - Jan 2016||< 1|
|Dialamerica||Jacksonville, FL||Apr 2015 - May 2015||< 1|
|Follett Educational Staffing||Jacksonville, FL||Dec 2014 - Jan 2015||< 1|
|Kelly Educational Staffing||Jacksonville, FL||Aug 2014 - Oct 2014||< 1|
|Florida State College At Jacksonville||Jacksonville, FL||May 2014 - Aug 2014||< 1|
|Unemployed||Jacksonville, FL||Jan 2014 - Apr 2014||< 1|
|Fortis Institute||Jacksonville, FL||Dec 2012 - Dec 2013||1|
|Unemployed||Jacksonville, FL||Sep 2012 - Dec 2012||< 1|
|Florida State College At Jacksonville||Jacksonville, FL||Sep 2009 - Aug 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2017|
|S66||NASAA Uniform Combined State Law Examination||Dec 2019|
Total Assets Under Management962,052MILLIONS
Total Number of Accounts2,529,169ACCOUNTS
Average Account Value$380,383
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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