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
American Portfolios Advisors, Inc.
Karagosian Financial Services, Inc.
|Axa Advisors, LLC||New York, NY||Jun 2008 - Current||9|
|The Sharing Community||Yonkers, NY||Feb 2007 - Jun 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2008|
Total Assets Under Management14,539MILLIONS
Total Number of Accounts49,556ACCOUNTS
Average Account Value$293,380
- 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