ADVISOR BIO

Patricia Moon is an active investment advisor representative and registered with J.p. Morgan Securities LLC. Patricia has been in the industry since 1997. Patricia is registered in 53 states and the District of Columbia. Patricia has passed the Series 3, 7, 10, 52TO, 53, 63, and 65 exams. Patricia previously worked at Chase Investment Services Corp, J.P. Morgan Securities LLC, Citigroup Global Markets Inc, Wachovia Securities, LLC, Prudential Securities Incorporated, Merrill Lynch, Pierce, Fenner & Smith Incorporated, and PaineWebber Incorporated.

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ADVISOR BIO

Patricia Casentini is a financial advisor with Morgan Stanley in San Francisco, California. Patricia has been in the industry since 1992 and has experience at various firms, including FIRST REPUBLIC SECURITIES COMPANY, LLC, Charles Schwab & Co., Inc., Smith Barney Inc. and Lehman Brothers Inc. Patricia specializes in providing financial advice to individuals, corporations, institutions and high-net-worth clients. Patricia's areas of expertise include portfolio management, financial planning, and asset allocation. Patricia is registered to provide investment advice in 53 states and the District of Columbia.

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ADVISOR BIO

Patricia McCue is a financial advisor with Morgan Stanley. Patricia has been a financial advisor for over 23 years. She is registered with the state of California and Texas to offer investment advice. She holds a Series 7, Series 66 and Series SIE licenses. Patricia has a background in financial planning and portfolio management. She helps clients with a wide range of financial needs including asset allocation, retirement planning, and estate planning. She also provides educational seminars and workshops to her clients. Patricia has experience working with individuals, families, and businesses. She is committed to helping her clients achieve their financial goals.

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ADVISOR BIO

Patricia Ann Upton is a registered investment advisor with Morgan Stanley. Patricia Upton has been in the industry since 1995 and is currently registered in 24 states. Patricia Upton is a registered representative and investment advisor representative and specializes in portfolio management for individuals, businesses and investment companies. Patricia Upton has experience with several firms including Morgan Stanley, Morgan Stanley & Co. Incorporated, and Wells Fargo Securities Inc.

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ADVISOR BIO

Patricia Margaret Kappen is a registered representative with Centaurus Financial, Inc. Patricia has over 23 years of experience in the financial services industry. Patricia is licensed in California, Florida, Hawaii, Missouri, Nevada, New York, Oregon and Wisconsin. Patricia is also a registered investment advisor representative and holds the Series 6, Series 7, Series 63, and Series 65 licenses. Patricia specializes in providing financial planning and investment advice to individuals and businesses. Patricia is also the owner of San Juan Financial, LTD, which provides accounting, tax preparation and bookkeeping services.

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ADVISOR BIO

Patricia Agnes Noren has been in the financial services industry since April 1991. Patricia is currently registered with Morgan Stanley and has been with the firm since June 2009. Patricia has held previous registrations with Morgan Stanley & Co. Incorporated, Morgan Stanley DW Inc., A. G. Edwards & Sons, Inc., Dean Witter Reynolds Inc., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patricia has a strong track record of success and is committed to providing her clients with personalized financial advice. Patricia is a highly experienced financial advisor with a proven track record of success. Patricia is dedicated to helping her clients achieve their financial goals.

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Patricia Jasmin Piceno mendez is a financial advisor registered in California. Patricia Jasmin Piceno mendez is currently employed by J.p. Morgan Securities LLC and has been active in the industry since March 15, 2020. Patricia Jasmin Piceno mendez specializes in providing financial advice to individuals, corporations, and other businesses, as well as charitable organizations and insurance companies.

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ADVISOR BIO

Patricia Figueroa is a registered representative with Wells Fargo Clearing Services, LLC, in Chino, California. Patricia has been in the industry since November 3, 2016. Patricia has passed the Series 6, Series 63 and SIE exams. Patricia specializes in providing financial planning services to individuals, corporations, and other businesses.

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ADVISOR BIO

Patricia Chabot is an investment advisor representative who has been in the industry for over 29 years. Patricia has a Series 7 and Series 63 license. Patricia is registered in 21 states and is currently employed by Wells Fargo Clearing Services, LLC. Patricia is a Registered Representative of Wells Fargo Clearing Services, LLC, Member SIPC.

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ADVISOR BIO

Patricia Kay Fletcher is a financial advisor at Morgan Stanley, with a strong track record in the industry since 1983. Patricia has held leadership positions at firms like Lehman Brothers Inc. and Citigroup Global Markets Inc., gaining extensive experience in investment advisory and brokerage services. Patricia is committed to providing comprehensive financial guidance to individuals and businesses across diverse investment needs, including asset allocation, portfolio management, and financial planning.

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