Patricia Chevalier

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About Patricia Chevalier

Nothing compares to the feeling of helping a family or individual plan for their financial future. My promise is to work tirelessly to help you achieve your goals. At Prudential, we are dedicated to building and maintaining close relationships with our customers, relationships founded on trust, respect, and integrity. No matter what stage of life you find yourself in, as a Prudential Financial Professional, I can help you find solutions to your financial challenges. So, whether you are just starting, settling into retirement, or somewhere in between, let's discuss your current financial situation, goals, and challenges, and together, we can help you meet your challenges.

I've been an advisor for over 30 years and spend a lot of time studying and pride myself in educating clients so they can make the best financial decisions for themselves and know all their options

I'm Most Proud Of: Having lasting client relationships; hearing I have assisted them with various issues; improved their lives; enabled them to live comfortably and not worry about their future. There's nothing better!

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General Information

CRD#

2088425

Firm CRD#

8733

Qualifications & Membership

Certifications, Accreditations & Designations

CFP^®, RICP^®, ChFC^®, CLU^®, APMA^®, CASL^®

Securities Licenses

Series 6, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Enterprise, LLC (LPLE). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

LPL ADV 2A

https://www.lpl.com/content/dam/edam/format/disclosure/a58-lple.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/edam/format/disclosure/wiseradvisor-detailed-disclosures-lple.pdf

Paladin Advisors

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Prudential