Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Davila Preciado is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Patricia has been in the financial industry since 2005 and has experience with both UBS Financial Services Inc. and Morgan Stanley. Patricia holds the Series 7, Series 66, and SIE licenses. Patricia is registered with the state of California as both a broker-dealer and an investment advisor.
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.
Investment consulting services to institutional clients
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
08/31/2023 - Present
Wells Fargo Advisors Financial Network, LLC (BURBANK CA)
CA
11/18/2008 - 09/12/2023
UBS FINANCIAL SERVICES INC. (PASADENA CA)
CA
04/02/2007 - 11/19/2008
MORGAN STANLEY & CO. INCORPORATED (BURBANK CA)
CA
08/04/2005 - 04/02/2007
MORGAN STANLEY DW INC. (BURBANK CA)
BOTH
Issued 11/09/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/03/2005
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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