Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bolger is an investment advisor representative with PB Capital, a registered investment advisor. Patrick has been in the financial services industry since 1998. He has a Series 63 and Series 65 license. Patrick offers investment advice to individuals and has experience working with high-net-worth individuals as well.
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.
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.
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CA
05/12/2022 - Present
PB Capital (SIMI VALLEY CA)
CA
04/02/2013 - 05/10/2022
WESTERN INTERNATIONAL SECURITIES, INC. (Simi Valley CA)
CA
04/30/2004 - 04/10/2013
LPL FINANCIAL LLC (GLENDALE CA)
CA
07/27/1998 - 05/03/2004
WM FINANCIAL SERVICES, INC. (IRVINE CA)
IA
Issued 01/12/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/03/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/28/2004
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/1998
Series 7 - General Securities Representative Examination
Active
Inactive
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