ADVISOR BIO

Patrick Burke is a registered representative with JPMorgan Securities LLC. Patrick has been in the industry since June 1987. Patrick holds Series 3, 7, and 63 licenses and Series 66. Patrick is a registered investment advisor in California, Louisiana, North Carolina, Ohio, and Texas. Patrick has worked at Wells Fargo Advisors, LLC, H&R Block Financial Advisors, Inc., Citigroup Global Markets Inc., Lehman Brothers Inc., and Dean Witter Reynolds Inc. Patrick is licensed in 35 states and Washington D.C. Patrick's office is located at 2029 CENTURY PARK EAST FLOOR 37 in LOS ANGELES, CA. Patrick offers financial planning, pension consulting, and selection of other advisors. Patrick also provides portfolio management for businesses and individuals.

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ADVISOR BIO

Patrick Roosevelt Newton is a financial advisor with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the financial industry since 1999 and has experience providing investment advice for a wide range of clients, including individuals, corporations, and institutions. Patrick is registered in several states and holds various licenses, including Series 7, Series 63, and Series 65. In addition to providing investment advice, Patrick also specializes in financial planning, pension consulting, and portfolio management.

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ADVISOR BIO

Patrick Joos is a financial advisor with UBS Financial Services Inc. Patrick is registered with the state of Texas and California. Prior to joining UBS Financial Services Inc., Patrick worked at CREDIT SUISSE SECURITIES (USA) LLC. Patrick has been in the industry since October 2014.

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ADVISOR BIO

Patrick Norambuena is a registered representative at Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick is a financial advisor with over 20 years of experience in the financial services industry. Patrick holds a Series 7TO, Series 66, and SIE licenses, and is registered with the following states: Arizona, California, Florida, Nevada, Oregon, Texas, and Washington. Patrick has previously worked at Pruco Securities, LLC, and Charter Communications. Patrick is committed to providing clients with personalized financial advice and investment strategies to help them reach their financial goals.

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ADVISOR BIO

Patrick Terrence Shea is a financial advisor with Emerson Equity LLC. Patrick has over 20 years of experience in the financial services industry. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and holds the Series 63, Series 22, and SIE licenses. Patrick is a member of the Financial Planning Association (FPA). Patrick's professional experience includes time with Whitehall-Parker Securities, Inc., Independent Financial Group, LLC, Wedbush Morgan Securities Inc., Brookstreet Securities Corporation, Archer Alexander Securities Corporation, Cypress Capital Corporation, Waldron & Co., Inc., Ridgewood Securities Corporation and Hemisphere Securities, Inc. Patrick focuses on providing financial planning and investment management services to high-net-worth individuals and families.

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ADVISOR BIO

Patrick Infante is a financial advisor with over 25 years of experience in the financial services industry. Patrick is currently registered with Cuso Financial Services, LP and has been with the firm since June 2022. Patrick is a Series 7 and Series 66 licensed professional and specializes in providing financial planning and investment advice to individuals, families, and businesses. Patrick is committed to helping clients achieve their financial goals and has a proven track record of success.

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ADVISOR BIO

Patrick Wymore is a financial advisor with Wells Fargo Advisors Financial Network, LLC. Patrick has been working in the financial services industry since 1996. Patrick is registered to provide investment advice in Alabama, Arizona, California, Colorado, Florida, Hawaii, Idaho, Kansas, Nevada, North Carolina, Oklahoma, Oregon, Texas, Washington, and Wyoming. Patrick is also registered with FINRA. Patrick offers investment consulting services to institutional clients, financial planning, pension consulting, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. Patrick's previous experience includes working with Wells Fargo Clearing Services, LLC and Prudential Securities Incorporated.

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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.

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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.

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ADVISOR BIO

Patrick McIlrath is an investment advisor representative registered with Alliance Advisory & Securities, LLC in California. Patrick McIlrath is also registered in Nevada and Washington. Patrick McIlrath has been in the financial services industry since 1993 and has experience with a variety of financial products and services. Patrick McIlrath's primary focus is on providing financial planning and investment management services to individuals and families. Patrick McIlrath is also a volunteer finance instructor at Santa Monica College.

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