As President of Key Financial, Inc. Patti has been recognized by Barron’s as "One of The Top 100 Women Advisors in the Entire Nation" (June 2006, June 2007, June 2008, June 2010). She was named as one of "The Top 50 Independent Advisors" (Fortune, March 2008 and Registered Rep) "One of the Top 50 Most influential Women in Wealth Management" (Wealth Manager Magazine, April 2008). Please click the following link. http://video.fivestarprofessional.com/philwm2009/patriciabrennan Key Financial, Inc. Financial planning is a means of potentially increasing your financial resources: You have, literally, thousands of investment options: stocks, bonds, You can’t be expected to know everything out there and That’s where we come in..
That can make all the difference in the world * The “Barron’s Winner’s Circle Top 1000” is a select group of individuals who are screened on a number of different criteria. Among the factors that advisors are assessed include their assets under management, revenues, the quality of service provided to clients, and their adherence to high standards of industry regulatory compliance. Portfolio performance is not a factor. Please see www.wcorg.com for more information. The “Barron’s Winner’s Circle Top 100” is a select group of individuals who are screened on a number of different criteria. Among factors the survey takes into consideration are the overall size and success of practices, the quality of service provided to clients, adherence to high standards of industry regulatory compliance, and leadership in “best practices” of wealth management. Portfolio performance is not a factor. Please see www.wcorg.com for more information. *Worth Magazine's Nations Top Wealth Advisors are selected based on advisors experience, education, certifications, fiduciary status, compliance record, wealth management services, methods of compensation and scope of current business. Please see www.worth.com for more information. *Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor of any client nor are they representative of any one client’s evaluation. The views expressed are not necessarily the views of Royal Alliance Associates, Inc. There are risks inherent in all investments including the potential loss of principal. Seek council of a tax professional and investment advisor prior to making any changes. * PLEASE NOTE: The information being provided is strictly as a courtesy. When you link to any of the web sites provided here, you are leaving this web site. We make no representation as to the completeness or accuracy of information provided at these web sites. We are not responsible for the information or content provided on these sites. Nor is the company liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of third-party technologies, web sites, information and programs made available through this web site. When you access one of these web sites, you are leaving our web site and assume total responsibility and risk for your use of the web sites you are linking to.
*The rankings are based on qualitative criteria: professionals with a minimum of seven years financial service experience, acceptable compliance records, client retention reports and customer satisfaction reports. Advisors are quantitatively ranked based on varying types of revenues and asset advised by the financial professional, with weightings associated for each. Additional qualitative measures include: in depth interviews and discussions with senior management, peers and customers. Because individual client portfolio performance varies and it typically unedited, this ranking focused on customer satisfaction and quality of advise. Please see www.WCorg.com for more information.
|
|
Key Financial, Inc. |
||
|
|
|
|
Securities and Advisory services offered through Royal Alliance Associates, Inc. member FINRA/SIPC and a registered investment advisor. Advisory services also offered through Key Financial, Inc. a registered investment advisor not affiliated with Royal Alliance Associates. The Advisors at Key Financial Inc., are Registered Representatives of and offer securities products & services through Royal Alliance Associates, Inc. Member FINRA/SIPC, a registered broker-dealer. In this regard, this communication is strictly intended for individuals residing in the states of California, Delaware, Florida, Georgia, Illinois, Indiana, Maryland, Massachusetts, Nevada, New Jersey, New Mexico, New York, North Carolina, Pennsylvania, South Carolina, Texas and Virginia. No offers may be made or accepted from any resident outside the specific states referenced. The advisors at Key Financial Inc., are also separately registered as an investment advisers under Key Financial Inc., a registered investment adviser, offering advisory services in the state of Pennsylvania. As such these services are strictly intended for individuals residing in Pennsylvania. Important Consumer Information: For information concerning the licensing status or disciplinary history of a broker-dealer, investment adviser, BD agent, or IA rep, a consumer should contact his or her state securities law administrator. |
||
