Patrycja Gelenberg
CRD Number: 7009947Current Firm: Raymond James Financial Services Advisors, Inc.
Patrycja Gelenberg (CRD# 7009947) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in High Point, NC and has over 5 years of experience in the finance industry.
CRD# 4906373
Zuraw Financial Advisors, LLC
CRD# 6303334
Captrust
CRD# 1821508
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pinnacle Financial Partners/pinnacle Bank | High Point, NC | Jan 2021 - Current | 3 |
| Pinnacle Asset Management | High Point, NC | Jan 2021 - Current | 3 |
| Raymond James Financial Services, Inc. | Greensboro, NC | Apr 2020 - Current | 4 |
| Raymond James Financial Services Advisors, Inc. | Greensboro, NC | Apr 2020 - Current | 4 |
| Bb&t Securities | Greensboro, NC | Aug 2018 - Feb 2020 | 1 |
| Bb&t | Greensboro, NC | Apr 2016 - Aug 2018 | 2 |
| Bb&t | Greensboro, NC | Jan 2015 - Apr 2016 | 1 |
| Adp | Greensboro, NC | Sep 2014 - Dec 2014 | < 1 |
| Coca Cola Bottling Co | Greensboro, NC | Apr 2006 - Sep 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2018 |
- NC
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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