Years of Experience
5-20+ Years
SAN DIEGO, CA
1 Years Experience
8 Disclosures
ADVISOR BIO
Patrick Cree is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc. located in San Diego, California. Patrick has been in the financial services industry since 2024. Patrick has passed the Series 7TO, SIE and Series 66 exams and has registrations in Arizona, California, Florida, Nevada, Texas and holds an active Investment Advisor Representative registration in California and Texas. Patrick specializes in portfolio management for individuals and businesses. Patrick provides advisory services including allocation modeling, IPS, research reports and services, performance measurement reports, and selection of other advisors.
SPECIALIZATIONS
NEWHALL, CA
1 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Batac is an active investment advisor representative and financial advisor with J.p. Morgan Securities LLC. Patrick's expertise is in securities and investments and specializes in financial planning, pension consulting and selection of other advisors. Patrick is registered to provide investment advisory services in California and Arizona.
SPECIALIZATIONS
SAN FRANCISCO, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Zhang is an active investment advisor registered in California. Patrick is affiliated with RBC Capital Markets, LLC. Patrick has been working in the securities industry since 2010 and has experience in providing a range of financial services, including portfolio management, financial planning, and pension consulting. Patrick has passed the Series 63, 65, 7, 52TO, and 79 exams, and is also a registered representative with FINRA. Patrick has experience working with high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans.
SPECIALIZATIONS
LOS ANGELES, CA
6 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Chin is a registered representative with Wells Fargo Clearing Services, LLC in Los Angeles, California. Patrick has been in the industry since February 3, 2019 and has been registered with Wells Fargo Clearing Services, LLC since December 2020. Prior to that, Patrick worked at J.P. MORGAN SECURITIES LLC, also in Los Angeles, California. Patrick is licensed to conduct business in 53 states and is a Series 66, Series 7 and SIE holder. Patrick specializes in a range of financial services including investment consulting, financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisers.
SPECIALIZATIONS
OAKLAND, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Owen Oswald is a financial advisor with over 25 years of experience in the industry. Patrick currently works at Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has held previous roles at several firms including W.R. Hambrecht + Co., LLC, Wedbush Securities Inc., Sharespost Financial Corporation, Wedge Securities, LLC, Thinkequity LLC, Morgan Stanley Smith Barney, Lighthouse Financial Group, LLC, Multitrade Securities LLC, Leerink Swann LLC, Screaming Eagle Trading, Inc., Merriman Curhan Ford & Co., JMP Securities LLC, Banc of America Securities LLC, BancBoston Robertson Stephens Inc., and Montgomery Securities. Patrick is registered to provide investment advice in 11 states. Patrick is Series 63, 66, 7, 24, 31 and SIE licensed. Patrick's areas of specialization include Fixed Income, Equity, Mutual Funds, Annuities, and Options.
SPECIALIZATIONS
SAN CLEMENTE, CA
31 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Calderigi is a financial advisor who has been working in the financial services industry since 1993. Patrick is currently registered with LPL Financial LLC in San Clemente, CA. Patrick is also a registered investment advisor. Patrick has experience providing financial and insurance analysis, and has a strong background in investment services. Patrick also provides consulting and other non-discretionary advisory services, financial planning, pension consulting, educational seminars, and selection of other advisers. Patrick has served clients at John Hancock Distributors, Inc., John Hancock Mutual Life Insurance Company, Metropolitan Life Insurance Company, MetLife Securities Inc., Financial Network Investment Corporation, NFP Securities, Inc. and LPL Financial LLC.
SPECIALIZATIONS
TORRANCE, CA
2 Years Experience
2 Disclosures
ADVISOR BIO
Patrick Dicorato is a financial professional with a focus on providing investment advice. Patrick has been in the financial industry since 2022 and is currently registered with J.P. Morgan Securities LLC, a leading financial services firm. Prior to joining J.P. Morgan Securities LLC, Patrick worked with Northwestern Mutual Investment Services, LLC. Patrick holds the Series 63, Series 6TO, and the SIE licenses. Patrick's areas of specialization include financial planning, pension consulting, and portfolio management for individuals and businesses.
SPECIALIZATIONS
SAN FRANCISCO, CA
13 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Phillips is a financial advisor who has been in the industry since 2012. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. as a registered representative. Patrick has held previous positions at Wells Fargo Advisors, LLC, and BancWest Investment Services, Inc.. Patrick has a Series 7, Series 6, Series 63 and Series 65 licenses. Patrick specializes in providing financial advice and investment management services to high-net-worth individuals, businesses, corporations, pension and profit-sharing plans, charitable organizations, insurance companies, and state or municipal government entities.
SPECIALIZATIONS
SAN FRANCISCO, CA
21 Years Experience
1 Disclosures
ADVISOR BIO
Patrick Cross is a financial advisor with Edward Jones, a firm with over 20,000 employees and over $800 billion in assets under management. Patrick has been a registered representative since 2004 and holds Series 7, 63, and 66 licenses as well as the Securities Industry Essentials (SIE) exam certification. Patrick is also a Certified Financial Planner. The advisor is registered to provide investment advice in 24 states and has over 20 years of experience in the industry. Patrick specializes in financial planning, portfolio management, and pension consulting for individuals and businesses.
SPECIALIZATIONS
ROSEVILLE, CA
14 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Magnani is an investment advisor representative at Edward Jones, a firm with offices in both St. Louis, Missouri and Roseville, California. Patrick has been a registered representative since March 24, 2011 and has passed the Series 66, SIE, and Series 7 exams. Patrick is registered to provide investment advice in 20 states and territories.
SPECIALIZATIONS
