Years of Experience
5-20+ Years
SARASOTA, FL
0 Disclosures
ADVISOR BIO
Patricia Healy is an investment advisor representative with Cumberland Advisors in Sarasota, Florida. Patricia has been in the financial industry since 1987. Patricia has a Series 7, Series 63 and Series 65 license. Patricia is also a Chartered Financial Analyst. Patricia has previously worked at TD Securities (USA) LLC and Bear, Stearns & Co. Inc.
SPECIALIZATIONS
Lacey, WA
22 Years Experience
0 Disclosures
ADVISOR BIO
Patricia Marlow is an active registered investment advisor representative with Centaurus Financial, Inc., based in Lacey, Washington. Patricia has been in the financial industry since June 2003, and previously held roles at Commonwealth Financial Network and Ameriprise Financial Services, Inc.. Patricia is licensed to provide investment advice in Utah and Washington.
SPECIALIZATIONS
Wilmington, DE
36 Years Experience
0 Disclosures
ADVISOR BIO
Patricia Solge is an investment advisor representative currently registered with Cambridge Investment Research Advisors, Inc. Patricia has been in the industry since 1988. Patricia is registered in Delaware and has experience with a variety of firms, including Cantella & Co., Inc., Cambridge Investment Research, Inc., Lockwood Financial Services, Inc., Rutherford, Brown & Catherwood, Inc., and Wheat, First Securities, Inc. Patricia offers a variety of services, including financial planning, pension consulting, educational seminars, market timing services, selection of other advisors, and portfolio management for individuals and businesses.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
11 Years Experience
0 Disclosures
ADVISOR BIO
Patricia Ann Dent is a financial advisor registered with GWN Securities Inc. in Palm Beach Gardens, Florida. Patricia has been in the industry since 2013, and holds the Series 6, Series 63, and Series 65 securities licenses, along with the SIE exam. Patricia provides advisory services to individuals and corporations. Her specialties include financial planning, market timing, and the selection of other advisors.
SPECIALIZATIONS
CLERMONT, FL
19 Years Experience
0 Disclosures
ADVISOR BIO
Patricia Ann Freehling is a financial advisor with Cambridge Investment Research Advisors, Inc., a firm that has offices in Fairfield, IA. Patricia has over 16 years of experience in the financial industry and has been registered with the state of Florida since 2009. Patricia previously worked at WELLS FARGO ADVISORS, LLC and A. G. EDWARDS & SONS, INC. Patricia has passed the Series 66, Series 7, and the Securities Industry Essentials (SIE) exams.
SPECIALIZATIONS
WESTLAKE VILLAGE, CA
26 Years Experience
0 Disclosures
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.
SPECIALIZATIONS
NORTHBROOK, IL
27 Years Experience
0 Disclosures
ADVISOR BIO
Patricia Faber Caplan is a financial professional with over 20 years of experience in the securities industry. Patricia currently holds a Series 63, Series 24, SIE and Series 7 license and is registered with GWN Securities Inc. in Illinois. Prior to joining GWN Securities Inc., Patricia was a registered representative with Medallions Investment Services, Inc., Terra Securities Corporation and Hochman & Baker Securities, Inc. Patricia specializes in financial planning, market timing services and the selection of other advisors.
SPECIALIZATIONS
PALM BEACH GARDENS, FL
28 Years Experience
0 Disclosures
ADVISOR BIO
Patrick James Bello is a registered investment advisor representative with GWN Securities Inc. Patrick James Bello has been in the industry since 1996. Patrick James Bello has worked for several other firms including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Mutual of Omaha Investor Services, Inc., ING Financial Partners, Inc., and ING Financial Advisors, LLC. Patrick James Bello offers a variety of advisory services including financial planning, portfolio management for individuals, and market timing services. Patrick James Bello is registered in Pennsylvania.
SPECIALIZATIONS
St Petersburg, FL
0 Disclosures
ADVISOR BIO
Patrick Shepherd is an investment advisor representative with Corient. Patrick has been in the industry since 2015 and holds the Series 65 license. Patrick is registered in Florida and is active in the state of Iowa. Patrick is affiliated with Corient Services LLC and CIPW Service Company, LLC.
SPECIALIZATIONS
Minneapolis, MN
29 Years Experience
0 Disclosures
ADVISOR BIO
Patrick Boria is a financial advisor with over 25 years of experience in the financial industry. Patrick is a registered representative of Cambridge Investment Research Advisors, Inc., and provides financial planning, portfolio management, and other investment-related services to individual and institutional clients. He is a licensed investment advisor in several states and holds a Series 6, 7, and 63 licenses. In addition to working with Cambridge, Patrick has previously worked with MetLife Securities Inc., and Metropolitan Life Insurance Company. Patrick is committed to providing his clients with personalized service and helping them achieve their financial goals.
SPECIALIZATIONS
