Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick White is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with Integrated Advisors Network LLC and is licensed in California. Patrick has previously held positions at UBS Financial Services Inc., Dean Witter Reynolds Inc., Trafalgar Securities Corp., L. F. Rothschild, Unterberg, Tobin, and Merrill Lynch, Pierce, Fenner & Smith Incorporated.
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.
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.
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
08/15/2017 - Present
Integrated Advisors Network LLC (Menlo Park CA)
CA
08/20/1996 - 12/21/2009
UBS FINANCIAL SERVICES INC. (MENLO PARK CA)
NY
05/20/1986 - 08/26/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
NA
02/19/1985 - 09/09/1985
TRAFALGAR SECURITIES CORP.
NA
05/12/1983 - 10/13/1983
L. F. ROTHSCHILD, UNTERBERG, TOWBIN
NA
04/13/1981 - 04/27/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BC
Issued 07/22/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/1981
Series 7 - General Securities Representative Examination
Active
Inactive
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