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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ADVISOR BIO

Patricia Martin is a financial advisor with Ameriprise Financial Services, LLC in Davis, California. Patricia has been in the financial services industry since November 1990. Patricia specializes in providing financial planning, asset allocation services and investment management. Prior to joining Ameriprise Financial Services, LLC, Patricia worked for IDS Life Insurance Company in Minneapolis, Minnesota.

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ADVISOR BIO

Patricia Ledbetter is an Investment Advisor Representative at Captrust. Patricia is registered with the state of California and has been in the industry for several years. Patricia has worked for multiple firms and has experience with various clients, including individuals, corporations, and pension plans. Patricia holds a Series 65 license.

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ADVISOR BIO

Patricia Osuna Flores is a financial advisor with Cuso Financial Services, LP. Patricia has been in the financial services industry since 1999. Patricia has a wide range of experience in the industry and holds several professional licenses and certifications. She has worked for several different firms over the course of her career, including LPL Financial LLC and Independent Financial Group, LLC. Patricia's expertise includes financial planning, portfolio management for individuals and businesses, and selection of other advisors. Patricia offers a variety of advisory services to her clients, including financial planning, portfolio management for individuals and businesses, and pension consulting. She is committed to providing her clients with the highest quality financial advice and service.

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ADVISOR BIO

Patricia Ann Risso keller is an experienced financial advisor with over 20 years in the industry. Currently registered with UBS Financial Services Inc., Patricia holds Series 7 and 63 licenses as well as the SIE exam. Previously Patricia worked for CITIGROUP GLOBAL MARKETS INC., CITICORP INVESTMENT SERVICES, and MORGAN STANLEY DW INC. Patricia is dedicated to providing personalized financial guidance to individuals, families, and businesses, focusing on a range of financial planning needs including investments, retirement planning, and estate planning.

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ADVISOR BIO

Patricia Davila Preciado is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Patricia has been in the financial industry since 2005 and has experience with both UBS Financial Services Inc. and Morgan Stanley. Patricia holds the Series 7, Series 66, and SIE licenses. Patricia is registered with the state of California as both a broker-dealer and an investment advisor.

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ADVISOR BIO

Patricia Ann Grant is a financial professional with over 17 years of experience in the industry. Patricia is currently registered with J.P. Morgan Securities LLC and holds her Series 6, Series 63, and SIE licenses. Patricia has also been previously registered with Chase Investment Services Corp. and WAMU Investments, Inc. Patricia's previous experience makes her well-equipped to provide financial advice to clients.

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ADVISOR BIO

Patricia Hawkins is a financial advisor at UBS Financial Services Inc. Patricia is registered to provide investment advice in 35 states and has been in the financial services industry since 2005. Patricia has a Series 7, Series 66 and SIE license and is also a Registered Representative. Patricia has previously worked for Morgan Stanley and Wachovia Securities, LLC.

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ADVISOR BIO

Patricia Castaneda Bennett is an investment professional with extensive experience in the financial services industry. She has held positions with well-known financial institutions such as Deutsche Bank Securities Inc. and Wells Fargo Clearing Services, LLC. Patricia currently works at J.P. Morgan Securities LLC, specializing in providing portfolio management services to individuals and businesses. Patricia possesses a broad range of knowledge, having passed multiple industry exams, including the Series 7, Series 3, and Series 65, demonstrating her commitment to providing comprehensive financial advice to clients.

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ADVISOR BIO

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.

SPECIALIZATIONS