ADVISOR BIO

Patrick Lawrence Chu is a financial advisor with Marrick Wealth. Patrick has been in the financial services industry since 2003 and has a Series 7 and Series 66 license. Patrick is a Certified Financial Planner. Patrick has worked for Marrick Wealth since 2012. Patrick provides financial planning, pension consulting, and portfolio management services to individuals and pension and profit sharing plans.

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ADVISOR BIO

Patrick Jarrell is an investment advisor representative with Northwoods Financial Partners LLC. Patrick has over 2 years of experience in the financial services industry. Patrick holds Series 7, SIE, and 66 licenses. Patrick is also registered as an investment advisor representative in 52 states and the District of Columbia. Patrick specializes in providing financial planning and portfolio management services to individuals and businesses.

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ADVISOR BIO

Patrick Schaffer is a financial advisor at UBS Financial Services Inc. Patrick has been in the financial industry since 2008 and has experience working at a variety of firms, including J.P. Morgan Securities LLC and Susquehanna Financial Group, LLLP. Patrick holds Series 3, 7, 55, and 63 licenses and is also a Chartered Financial Analyst. Patrick works with a wide range of clients, including individuals, corporations, charitable organizations, and pension and profit-sharing plans. He provides a variety of financial services, including financial planning, portfolio management, and education seminars. Patrick has a strong commitment to providing his clients with personalized financial advice and guidance.

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ADVISOR BIO

Patrick Guinet is a financial advisor with Guardian Financial Partners, LLC. Patrick has been in the financial services industry for over 30 years. He is registered with the Securities and Exchange Commission (SEC) as an Investment Adviser Representative (IAR) in California and Texas. Patrick specializes in financial planning, pension consulting, and portfolio management for businesses and individuals. He has a strong background in the financial services industry, having worked at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Prudential Securities Incorporated.

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ADVISOR BIO

Patrick Ryan Downs is a financial advisor with UBS Financial Services Inc. Patrick has been in the securities industry since 2011 and holds Series 7, Series 31, and Series 66 licenses. Patrick is registered to provide financial advice in 47 states and has a diverse client base including high-net-worth individuals, charitable organizations, corporations, and pension plans. Patrick is also a board member and finance committee member of the Oakland Lacrosse Club.

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ADVISOR BIO

Patrick Kyle Taylor is a financial advisor in San Francisco, CA. Patrick has been in the industry for over 13 years and has a Series 66, Series 7 and SIE license. Patrick is registered in 30 states and specializes in providing investment advice to individuals, high-net-worth individuals, investment companies, insurance companies, charitable organizations, and pension and profit-sharing plans. Patrick is currently employed by Morgan Stanley. Previously, Patrick was employed by AXA ADVISORS, LLC. Patrick is a Certified Financial Planner.

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ADVISOR BIO

Patrick Carlin is a financial advisor with over 3 years of experience in the industry. Patrick Carlin is registered with Wells Fargo Advisors Financial Network, LLC in San Rafael, CA. Patrick Carlin previously worked with Oppenheimer & Co. Inc. in San Francisco, CA. Patrick Carlin has a Series 7TO and Series 66 license. Patrick Carlin has a strong understanding of the financial markets and is committed to helping clients achieve their financial goals. Patrick Carlin specializes in providing financial planning, portfolio management and investment consulting services to individuals, businesses, and institutions. Patrick Carlin has a strong background in business and finance and is a graduate of the University of Oregon.

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ADVISOR BIO

Patrick Velasco is a wealth advisor who has been in the financial industry since 2007. Patrick is a Managing Partner at Kestra Advisory Services, LLC and also provides investment advice through Kestra Investment Services, LLC. Patrick is registered to provide securities and investment advisory services in 14 states. Patrick holds the Series 7, Series 66, and SIE securities licenses. Patrick has worked for LPL Financial LLC and Wells Fargo Advisors, LLC. Patrick provides financial planning, portfolio management, and investment advisory services to individuals, families, corporations, and charitable organizations.

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ADVISOR BIO

Patrick Parsa Vahid is a financial advisor registered with Centaurus Financial, Inc. Patrick has been in the financial industry since 2012 and is currently licensed in California and Colorado. Patrick is a Series 66, Series 7 and Series 3 license holder. Patrick offers a variety of services including financial planning, pension consulting, and portfolio management for individuals and businesses. Patrick has over 10 years of experience with AXA Advisors, LLC and WADDELL & REED, INC., prior to joining Centaurus Financial, Inc. Patrick also offers property and casualty insurance sales through Strandlife Insurance Agency.

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ADVISOR BIO

Patrick Maher is a financial advisor at Allworth Financial, LP, located in San Diego, California. Patrick has been in the financial services industry since 1981. He is a registered representative of Allworth Financial, LP and a licensed investment advisor representative in California. Patrick has a diverse background in the financial industry, having worked for M. S. HOWELLS & CO., MORGAN STANLEY, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED.

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