Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lettice is a financial advisor in LOS ANGELES, CA. Patrick has been working in the financial services industry since 1984 and currently works with Wedbush Securities Inc.. Patrick has a Series 7 and Series 63 licenses. Patrick is licensed to provide investment advice in 10 states including Arizona, California, Georgia, Nevada, New Jersey, New Mexico, Ohio, Oregon, and Washington.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
CA
05/20/2016 - Present
Wedbush Securities Inc. (LOS ANGELES CA)
CA
07/02/2003 - 03/20/2015
VULCAN SECURITIES LLC (CATHEYS VALLEY CA)
CA
10/28/1985 - 09/22/2003
WELLINGTON SECURITIES, INC. (SAN FRANCISCO CA)
NA
12/12/1984 - 12/17/1985
BRETCOURT SECURITIES CORPORATION
NA
10/20/1983 - 01/31/1984
EQUITEC SECURITIES COMPANY
BC
Issued 05/31/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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