PB
PB

Patricia Bitnar

21 Years of Experience
Cooper City, FL
Broker

Patricia Bitnar is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Cooper City, FL, with 21 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
Loading...

Location

9720 Stirling Road, Suite 210, Cooper City, FL, 33024

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Patricia is an owner of Bitnar and Associates Financial Group, a support company for RJFS-related business, and spends minimal time on it. She is also the President of Bitnar Networks but is not involved in its operations or compensated for it.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
March 2010 - Present · 16 yrs 2 mos
Raymond James Financial Services, INC.
January 2010 - Present · 16 yrs 4 mos
Raymond James Financial Services, INC.Broker
January 2010 - Present · 16 yrs 4 mos
Previous Registrations
Raymond James & Associates, INC.
May 2005 - February 2010 · 4 yrs 9 mos
Raymond James & Associates, INC.Broker
December 2004 - February 2010 · 5 yrs 2 mos
State Registrations33 states
AZCACOCTFLGAIDILINKSKYMDMIMNMOMSNCNJNMNVNYOHORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.