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@raymondjames.com
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4 phones found area 859, 513, and 240
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LinkedIn matched
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Patrick Roberson is listed as Senior Vice President, Investments at Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC at Raymond James & Associates, a company with 5 employees, based in Cincinnati Metropolitan Area, United States, United States. AeroLeads shows a work email signal at raymondjames.com, phone signal with area code 859, 513, 240, and a matched LinkedIn profile for Patrick Roberson.
Patrick Roberson previously worked as Senior Vice President, Investments at Raymond James & Associates and Vice President - Wealth Management at Ubs. Patrick Roberson holds Bs, Labor And Industrial Relations from Northern Kentucky University.
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AeroLeads found 1 current-domain work email signal for Patrick Roberson. Compare company email patterns before reaching out.
Our boutique practice at Cinergy Wealth Life and Legacy of Raymond James, operates under three divisions: Dynamic Wealth Planning, Business Benefits & Retirement Plan Consulting and Business Succession Planning. We offer decades of experience, which we dedicate to crafting innovative, thoughtful financial strategies for the clients we serve. Whether we are working for your business or family, we leverage Raymond James’ breadth of resources and expertise while delivering a curated standard of care that fits your stage of life and your needs that we feel is a vital process achieved at Cinergy Wealth Life and Legacy.
Listed skills include Portfolio Management, Wealth Management, Series 7, Retirement Planning, and 13 others.
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St. Petersburg, Florida, US
Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are.
Other employees you can reach at raymondjames.ca. View company contacts for 5 employees →
Andrew Dillon
Colleague at Raymond James & AssociatesMemphis, Tennessee, United States, United States
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JJ
Julian Johnson
Colleague at Raymond James & AssociatesSt Petersburg, Florida, United States, United States
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JM
Jose Marrero, Cfp®, Mba
Colleague at Raymond James & AssociatesGreater Tampa Bay Area, United States, United States
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EW
Esan Wealth Management, Cfp®
Colleague at Raymond James & AssociatesBoca Raton, Florida, United States, United States
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WF
William Farriss
Colleague at Raymond James & AssociatesNew York, New York, United States, United States
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WM
William Mindroiu
Colleague at Raymond James & AssociatesBloomfield Hills, Michigan, United States, United States
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DG
Derek Goodwin
Colleague at Raymond James & AssociatesGreater Tampa Bay Area, United States, United States
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CP
Corbett Peluso
Colleague at Raymond James & AssociatesGreater Pittsburgh Region, United States, United States
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CH
Carmen Hughes
Colleague at Raymond James & AssociatesMemphis, Tennessee, United States, United States
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JB
Jamey Bottjer
Colleague at Raymond James & AssociatesGreater Tampa Bay Area, United States, United States
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Quick answers generated from the profile data available on this page.
Patrick Roberson works for Raymond James & Associates.
Patrick Roberson is listed as Senior Vice President, Investments at Raymond James & Associates, Inc, Member New York Stock Exchange/SIPC at Raymond James & Associates.
AeroLeads has found 1 work email signal at @raymondjames.com for Patrick Roberson at Raymond James & Associates.
AeroLeads has found 4 phone signal(s) with area code 859, 513, 240 for Patrick Roberson at Raymond James & Associates.
Patrick Roberson is based in Cincinnati Metropolitan Area, United States, United States while working with Raymond James & Associates.
Patrick Roberson has worked for Raymond James & Associates, Ubs, and Merrill Lynch.
Patrick Roberson's colleagues at Raymond James & Associates include Andrew Dillon, Julian Johnson, Jose Marrero, Cfp®, Mba, Esan Wealth Management, Cfp®, and William Farriss.
You can use AeroLeads to view verified contact signals for Patrick Roberson at Raymond James & Associates, including work email, phone, and LinkedIn data when available.
Patrick Roberson holds Bs, Labor And Industrial Relations from Northern Kentucky University.
Patrick Roberson is listed with skills including Portfolio Management, Wealth Management, Series 7, Retirement Planning, Finance, Customer Service, Management, and Strategic Financial Planning.
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