Best Investors Account Sign in
Inactive

Patricia Ann Konetzny

The Practical Planner

Groton, MA

Claim This Profile
Current Employers
The Practical Planner

274 Main St, Groton, MA 01450 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 1999-09-25
  • MA RA
    APPROVED
    Since 1999-09-25

Branch Locations

274 Main St, Groton, MA 01450 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Practical Planner Groton MA 01/1999 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1996-12-18
  • S63 Uniform Securities Agent State Law Examination
    1996-12-18
Designations
Other Names
  • Patricia Ann Konetzny
  • Patricia Ann Callahan

View on SEC IAPD

Other Firms

CITIZENS SECURITIES, INC.
EDWARD JONES
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COLLABORATIVE WEALTH ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Other Investors

JOHN HENRY KONETZNY
Patrick Hurley
Benjamin G Woolfrey
MARK ANTHONY VASAPOLLI
Peter Derek TenBroeck Jr.
Mark Clayton Collier
Corey F Lefavor
Rose Ann Smart

Other Offices

CITIZENS SECURITIES, INC. · GROTON, MA
EDWARD JONES · GROTON, MA
PFS INVESTMENTS INC. · PEPPERELL, MA
COMMONWEALTH FINANCIAL NETWORK · Pepperell, MA
EDWARD JONES · TOWNSEND, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Harvard, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Harvard, MA
EDWARD JONES · WESTFORD, MA

More in Groton, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor