Patricia Totten Ter Heun
Professional Summary
Patricia Totten Ter Heun, who also goes by Patricia Rios, Patricia Totten Ter Heun Pyeatt, Patricia Totten Terheunpyeatt, is a registered financial advisor currently at STRATEGIC MARKETING SOLUTIONS LTD., LLC located in Novato, California. Patricia is registered as a RR (Registered Representative) and started their career in finance in 1986. Patricia has worked at 6 firms and has passed the Series 63, Series 99TO, Series 79TO, SIE, Series 7, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Patricia Rios, Patricia Totten Ter Heun Pyeatt, Patricia Totten Terheunpyeatt
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
STRATEGIC MARKETING SOLUTIONS LTD., LLC
Contact Information
Main Address
335 Bolling Circle, Novato, CA 94949Mailing Address
335 Bolling Circle, Novato, CA 94949Phone Number
(415) 298-8939Established
California since 09/21/2007Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (7 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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State Registrations and Notice Filings
(1/29/2008)
(8/19/2016)
(5/6/2016)
(8/8/2025)
(8/23/2010)
(12/20/2011)
(11/15/2010)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Patricia Totten Ter Heun's CRS (Customer Relationship Summary).
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