ADVISOR BIO

Patrick T Duffy is a financial advisor at SCF Investment Advisors, Inc. Patrick has over 10 years of experience in the financial services industry. Patrick is licensed to provide investment advice in Arizona. He is also registered as a Registered Representative with FINRA.

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ADVISOR BIO

Patrick Chaboya is a financial advisor at Equitable Advisors, LLC, a New York-based firm. Patrick has been in the financial industry since 2018. Patrick has a series of state registrations including Arizona, Arkansas, California, Colorado, Florida, Indiana, Louisiana, Maryland, Michigan, North Dakota, Pennsylvania, Texas, Virginia, and Washington. Patrick is licensed to sell securities in these states. Patrick provides advisory services including financial planning, pension consulting, educational seminars, selection of other advisers, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

ADVISOR BIO

Patrick Wang Lam is a financial advisor with Emerson Equity LLC. Patrick has been in the financial industry since January 2005. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and has a Series 7 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Patrick provides financial planning services to individuals and families, including portfolio management, educational seminars, and selection of other advisors.

SPECIALIZATIONS

ADVISOR BIO

Patrick Hauge is an investment advisor representative registered with Park Avenue Securities LLC. Patrick is a registered investment advisor with 40 state registrations. Patrick has been in the industry since March 2010. Patrick has a Series 6, Series 63 and Series 65 license. Patrick is also a registered representative with FINRA.

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ADVISOR BIO

Patrick Lefevre is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the financial services industry since 2014 and has held positions at several firms including USAA Investment Services Company, Robinhood Financial, LLC, and Northern Lights Distributors, LLC. Patrick is registered to provide investment advice in Arizona, California, Colorado, Florida, Nevada, New Mexico, North Carolina, Texas, and Utah.

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ADVISOR BIO

Patrick Funke is an investment advisor representative with Commonwealth Financial Network. Patrick has been in the industry since 1989 and is registered in Arizona. Patrick also has a Series 63, Series 65, Series 7, Series 24, Series 51, and SIE license. He has experience working with insurance companies, charitable organizations, high net worth individuals, pension and profit-sharing plans, corporations or other businesses, individuals other than high net worth, and state or municipal government entities.

SPECIALIZATIONS

ADVISOR BIO

Patrick Simmerman is an Investment Advisor Representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the industry since November 15, 2015. Patrick is licensed in 53 states, and holds Series 7, 10, 66 licenses. Patrick specializes in working with High Net Worth Individuals, Individuals Other Than High Net Worth, Corporations Or Other Businesses, Insurance Companies, Charitable Organizations, and Pension And Profit Sharing Plans. Patrick's current employment is with Merrill Lynch, Pierce, Fenner & Smith Inc. in Chandler, Arizona.

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ADVISOR BIO

Patrick Dickens is an investment advisor representative with Ernst & Young Investment Advisers LLP. Patrick has been in the industry since 2006. Patrick has a Series 7, Series 65 and Series 66 licenses. Patrick is registered with the state of Arizona. Patrick has previously worked for LPL FINANCIAL LLC. Patrick is based in Phoenix, Arizona. Patrick specializes in portfolio management for individuals, educational seminars, and financial planning.

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ADVISOR BIO

Paul Edward Yates is a financial advisor with over 13 years of experience in the industry. Paul is currently registered with M Holdings Securities, Inc. and holds licenses for Series 66, SIE and Series 7 exams. Paul has experience in a variety of specializations including Retirement Planning, Education Savings, Insurance, Estate Planning and Mutual Funds and Annuities. Paul is registered in 16 states including Alabama, Arizona, California, Connecticut, Delaware, Florida, Minnesota, Nebraska, Nevada, North Carolina, Oklahoma, Oregon, South Dakota, Texas, Utah and Washington.

SPECIALIZATIONS

ADVISOR BIO

Paul Bernard Gesina is a financial advisor at Morgan Stanley. Paul has over 25 years of experience in the financial services industry. Paul is registered with the state of Arizona and Texas as a registered representative and investment advisor representative. Paul is also registered with FINRA. Paul holds Series 7, 9, 10, 63, and 66 licenses. Paul is also a Certified Financial Planner. Paul's areas of expertise include financial planning, asset allocation, portfolio management, and retirement planning.

SPECIALIZATIONS