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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 Stewart is an Investment Advisor Representative with Axxcess Wealth Management, LLC, a registered investment advisor with offices in San Diego and Carlsbad, California. Patricia has been in the financial services industry since 2010, working with clients on a wide range of financial needs including retirement planning, college savings, and estate planning. Patricia holds a Series 6, Series 63, and Series 65 licenses and is registered to provide investment advice in California.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
05/24/2024 - Present
Axxcess Wealth Management, LLC (San Diego CA)
CA
10/01/2012 - 06/05/2022
J.P. MORGAN SECURITIES LLC (SAN DIEGO CA)
CA
02/22/2010 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (SAN DIEGO CA)
IA
Issued 01/19/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2010
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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