VETTED

Patricia Chevalier

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

Tel: 847-814-8940 3403 Magic Oak Sarasota, FL 34232

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!

About Prudential

Prudential Advisors is a renowned financial services leader with a rich history of helping individuals and institutions pursue financial security and prosperity.

We are dedicated to providing comprehensive financial planning and advisory services. Our mission is to help individuals, families, and businesses achieve their financial goals through personalized and strategic financial solutions.

See Disclosures

General Information

CRD#:

2088425

Firm CRD#:

8733

Qualifications & Memberships

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

Securities and investment advisory services offered through LPL Enterprise, a Registered Investment Advisor, Member FINRA/SIPC, and an affiliate of LPL Financial.

Prudential Advisors is a brand name for the proprietary retail sales channel of The Prudential Insurance Company of America (PICA) and its insurance company and other affiliates (collectively Prudential). Prudential Advisors financial professionals are licensed insurance agents of Prudential.

Pursuant to a strategic relationship among Prudential, LPL Enterprise, and LPL Financial, Prudential Advisors financial professionals provide securities brokerage services and/or investment advice on securities solely as registered persons of LPL Enterprise, an affiliate of LPL Financial. These financial professionals are permitted to brand under Prudential Advisors. LPL Enterprise and LPL Financial are not affiliated with Prudential.

The LPL Enterprise registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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

CRD# 2088425 Firm CRD# 8733Series 6, 7, 9, 10, 24, 63, 65

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