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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Ann Fahnoe is a financial advisor registered in California and Texas with Mission Wealth Management, LP. Patricia has been a financial advisor since 1999 and has extensive experience in financial planning, portfolio management, and wealth management for individuals, families, and businesses. Patricia specializes in providing investment advice and guidance to high-net-worth individuals, charitable organizations, and corporations. She also provides pension consulting services. Patricia is a Certified Financial Planner and holds Series 7, 2, 63, and 65 licenses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
CA
01/17/2017 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
CA
06/22/1999 - 10/30/2001
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
CA
04/01/1999 - 04/20/1999
MERCER GLOBAL SECURITIES LLC (IRVINE CA)
IA
Issued 10/06/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/30/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/01/1999
Series 7 - General Securities Representative Examination
BC
Issued 05/03/1996
Series 2 - Non-Member General Securities Examination
Active
Inactive
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