Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Howe is a financial advisor with over 30 years of experience in the industry. Patricia currently works at Howe Financial Advisory, LLC, where she provides financial planning and portfolio management services. Patricia has also previously worked with various firms including Morgan Stanley, Wells Fargo Investments, LLC, Wells Fargo Securities, Inc., U.S. Bancorp Investments, Inc., U.S. Bancorp Securities and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patricia is a Certified Financial Planner and holds Series 7 and Series 66 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.
Personalized portfolio management to meet individual financial objectives.
Misc. financial consulting
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
WA
02/08/2013 - Present
Howe Financial Advisory, LLC (SEATTLE WA)
WA
06/01/2009 - 10/18/2012
MORGAN STANLEY (SEATTLE WA)
WA
12/17/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SEATTLE WA)
CA
05/02/2001 - 09/11/2003
WELLS FARGO INVESTMENTS, LLC (SAN FRANCISCO CA)
CA
08/24/2000 - 05/02/2001
WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)
MN
09/03/1997 - 08/01/2000
U.S. BANCORP INVESTMENTS, INC. (SAINT PAUL MN)
OR
07/20/1994 - 09/03/1997
U.S. BANCORP SECURITIES (PORTLAND OR)
NY
12/06/1983 - 08/26/1993
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NA
07/21/1983 - 12/02/1983
FOSTER & MARSHALL/AMERICAN EXPRESS INC.
BOTH
Issued 01/13/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/28/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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