Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia L. Olea is a financial professional with over nine years of experience in the industry. Patricia is currently registered with J.P. Morgan Securities LLC, and has been with the firm since July 2013. Prior to joining J.P. Morgan Securities LLC, Patricia held a similar role with the same firm. Patricia is licensed to conduct business in Arizona, California, Hawaii and Utah, and holds several industry certifications. Patricia specializes in providing financial advice to a variety of client types, including individuals, corporations, insurance companies, labor unions, charitable organizations, and pension and profit-sharing plans. Patricia is dedicated to providing her clients with personalized financial guidance and investment solutions to help them achieve their financial goals.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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CA
11/07/2022 - Present
J.p. Morgan Securities LLC (LAGUNA NIGUEL CA)
CA
07/03/2013 - 08/17/2022
J.P. MORGAN SECURITIES LLC (LAGUNA NIGUEL CA)
BC
Issued 06/06/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/02/2013
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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