Patricia CarreraCRD Number: 5548767
Current Firm: Axa Advisors, LLC
Patricia Carrera (CRD# 5548767) is an Investment Advisor Representative working at Axa Advisors, LLC in Stamford, CT and has over 9 years of experience in the finance industry.
Altium Wealth Management LLC
Karagosian Financial Services, Inc.
Ubs Financial Services Inc.
|Axa Advisors, LLC||New York, NY||Jun 2008 - Current||9|
|The Sharing Community||Yonkers, NY||Feb 2007 - Jun 2008||1|
|Flexible Resources||Stamford, CT||Feb 1996 - Feb 2007||11|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management9,867MILLIONS
Total Number of Accounts40,093ACCOUNTS
Average Account Value$246,096
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
AK, AL, AR, AZ, 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, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV