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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Yaghoobians is a financial advisor with Empirical Wealth Management. Patrick holds the Series 66, Series 7TO, and SIE licenses and is a Certified Financial Planner. Patrick's expertise lies in providing investment advice to high-net-worth individuals, individuals other than high-net-worth, charitable organizations, corporations or other businesses, and pooled investment vehicles. Patrick has extensive experience in the financial industry, having previously worked at Morgan Stanley. Patrick's previous employment history includes roles at Elite Financial Partners, Waddell & Reed, YMCA of the Foothills, California State University Northridge, Horst & Graben Wealth Management, LLC, and Empirical Wealth Management LLC.
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.
Tax preparation and insurance services
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
11/06/2024 - Present
Empirical Wealth Management (Los Angeles CA)
CA
06/07/2019 - 02/02/2021
MORGAN STANLEY (PASADENA CA)
BOTH
Issued 08/08/2019
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/07/2019
Series 7TO - General Securities Representative Examination
BC
Issued 03/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
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