ADVISOR BIO

Patrick Severo is an investment advisor representative with RBC Capital Markets, LLC. Patrick has been in the industry since September 28, 1986. Patrick is registered in several states, including California, Montana, and Texas. Patrick is also registered with FINRA. Patrick holds Series 7, 31, and 63 securities licenses. Patrick also holds Series 65 investment advisor licensing. In addition to working with RBC Capital Markets, LLC, Patrick also previously worked with Sutro & Co. Incorporated and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick has experience working with individuals, high net worth individuals, corporations and businesses, charitable organizations, employee benefit plans, and pooled investment vehicles.

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ADVISOR BIO

Patrick Richard Cindric has been in the financial services industry since March 5, 1977. Patrick is currently registered with Wells Fargo Clearing Services, LLC in California and Texas, and has been with Wells Fargo since February 2010. Patrick has held previous roles with UBS Financial Services Inc., Smith Barney Inc., Oppenheimer & Co., Inc. and Gibralco, Inc. Patrick has a broad range of experience in the financial services industry and is committed to providing clients with personalized financial advice.

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ADVISOR BIO

Patrick 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.

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ADVISOR BIO

Paul Wishingrad is a financial advisor with UBS Financial Services Inc. in Beverly Hills, California. Paul has been in the industry since 1984 and has experience in providing investment advice to a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Paul has been registered with FINRA since 1984 and is a licensed investment advisor in California. He is also registered as a Series 7, Series 3, and Series 63 representative. He is a graduate of the University of Southern California. Paul is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

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ADVISOR BIO

Paul Randall Kaye is a registered representative with MML Investors Services, LLC. Paul is a financial advisor with experience in the financial services industry. Paul holds Series 7, 63, and 66 licenses, along with the SIE. Paul has previously worked for Edward Jones and Northwestern Mutual Investment Services, LLC. Paul is based out of the Irvine, California branch office and is registered to provide financial advice in California and Vermont. Paul's specializations include asset allocation programs, financial planning, pension consulting, educational seminars, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Paul Mason Allen is a financial advisor at UBS Financial Services Inc. in Beverly Hills, California. Paul has been in the financial industry since August 1991 and has been registered with UBS Financial Services Inc. since November 2008. Paul has a strong background in financial services, having previously worked at Citigroup Global Markets Inc. and Dabney/Resnick and Wagner, Inc. Paul is licensed to sell securities in Arizona, California, Florida, Hawaii, Idaho, Michigan, Nevada, New York, North Carolina, Oregon, Texas and Utah. Paul holds a Series 63, Series 7 and SIE license.

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ADVISOR BIO

Paul Brendon Carroll is a financial advisor registered with UBS Financial Services Inc. and is licensed in California. Paul holds the Series 66, Series 7TO, and SIE licenses and has been in the industry since March 10, 2024. He specializes in a wide range of financial products and services.

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ADVISOR BIO

Paul Urbanek is a registered investment advisor representative with Morgan Stanley. Paul has been in the financial services industry since 2001. Paul is licensed in California, Tennessee and Texas. Paul has a diverse range of specializations, including asset allocation, financial planning, portfolio management and selection of other advisors. Paul also holds the Series 31, Series 7, and Series 66 securities licenses and the SIE exam. In addition to Paul's work at Morgan Stanley, Paul is also a partner at BooBoo IssKiss, LLC which is involved in art/culture and real estate.

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ADVISOR BIO

Paul Bryan Berman is an active investment advisor and registered representative with Raymond James & Associates, Inc. in Beverly Hills, CA. Paul has over 40 years of experience in the financial industry and is registered in multiple states across the country. Paul has a strong background in portfolio management for individuals, businesses, and pension consulting. Prior to joining Raymond James & Associates, Inc., Paul was a registered representative with RBC Capital Markets, LLC, Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Bear, Stearns & Co. Inc., Sutro & Co. Incorporated, Drexel Burnham Lambert Incorporated, and Bateman Eichler, Hill Richards, Incorporated.

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ADVISOR BIO

Paul Grande is a financial professional registered in California. Paul is currently employed by MML Investors Services, LLC, and has been with the firm since January 2019. Paul has experience in the financial services industry for more than five years, and specializes in financial planning, investment management, and retirement planning.

SPECIALIZATIONS