Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Anthony Dwyer is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with City National Securities, Inc. in Beverly Hills, California. Patrick has held previous positions at UBS FINANCIAL SERVICES INC. and UBS WARBURG LLC. Patrick holds the Series 66, Series 7 and SIE licenses and is a Certified Financial Planner. Patrick's areas of specialization include Retirement Planning, Investment Management, Mutual Funds and Financial Planning. Patrick specializes in serving High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations or Other Businesses, Pension and Profit Sharing Plans, and Charitable Organizations. Patrick's firm, City National Securities, Inc., is headquartered in Los Angeles, California and manages over $1 billion in assets.
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.
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.
Mutual fund fees, broker fees & transaction fees
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2
CA
02/26/2014 - Present
City National Securities, Inc. (Beverly Hills CA)
CA
04/20/2001 - 09/16/2010
UBS FINANCIAL SERVICES INC. (LOS ANGELES CA)
NY
09/26/2000 - 05/14/2001
UBS WARBURG LLC (NEW YORK NY)
BOTH
Issued 11/21/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/21/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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