ADVISOR BIO

Patricia Spargo is a financial advisor with Stifel, Nicolaus & Company, Inc. Patricia has been in the industry since 2008 and has a diverse range of experience, having worked with Morgan Stanley Smith Barney and Citigroup Global Markets Inc. Patricia is a registered representative in over 30 states, including New York, New Jersey, and Connecticut. Patricia is dedicated to providing clients with personalized financial advice and services.

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ADVISOR BIO

Patricia Ann Jorgen has been in the financial services industry since January 5, 1996. Currently, Patricia is registered as a Registered Representative and an Investment Advisor Representative with New York Life Investment Management LLC. She is registered in New Jersey and New York. Patricia's previous experience includes roles at REFCO SECURITIES, LLC, UBS PAINEWEBBER INC., MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED, and LEHMAN BROTHERS INC. Patricia specializes in providing portfolio management services for individuals, investment companies, pooled investment vehicles, and businesses.

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ADVISOR BIO

Patricia Lynn Ramirez is a financial advisor with Consolidated Portfolio Review Corp. Patricia has been working in the financial industry since 1998. Patricia is registered in 23 states and has passed the Series 7, 63, 66, 9 and 10 exams. Patricia holds a Certified Divorce Financial Analyst designation and is a money mindset coach for women. Patricia has a passion for helping her clients reach their financial goals.

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ADVISOR BIO

Patricia Grace Thompson is an investment advisor representative with Oppenheimer & Co. Inc., a firm headquartered in New York, NY. Patricia has been in the financial industry since 1982. Patricia has held positions with First of Michigan Corporation and Fahnestock & Co., Inc.. Patricia is currently registered as an investment advisor representative with Oppenheimer & Co. Inc. in Michigan and Texas. Patricia holds the Series 7, Series 63 and Series 65 licenses.

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ADVISOR BIO

Patricia Ann Stark is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Chicago, IL. Patricia has been in the industry since November 1991. Patricia has a broad range of experience, having worked previously with UBS Financial Services Inc. Patricia has licenses to offer securities and investment advisory services in multiple states.

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ADVISOR BIO

Patricia Dechant is a financial advisor with over 38 years of experience in the industry. Patricia is currently registered with CIBC Private Wealth Advisors, Inc. and is licensed to provide financial advice in Illinois and Arizona. Patricia has a strong background in providing investment advice to individuals, corporations, and investment companies. Patricia's previous experience includes working with firms such as GNV Advisors, LLC, D.A. Davidson & Co., and Raymond James & Associates, Inc. Patricia is also a licensed principal and has experience in providing financial planning services.

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ADVISOR BIO

Patricia Frances Marotta is a financial advisor currently associated with Stifel, Nicolaus & Company, Inc. in MORRISTOWN, NJ. Patricia has been in the industry since 1982. Prior to Stifel, Nicolaus & Company, Inc., Patricia was associated with Ryan Beck & Co. and Gruntal & Co., L.L.C. Patricia has a total of 5 approved SRO Registrations, 1 approved FINRA Registration, 2 approved State Registrations, 0 approved IA State Registrations. Patricia has a total of 2 product exams and 1 principal exam. Patricia specializes in portfolio management for businesses, portfolio management for individuals, portfolio management for pooled investment vehicles, and more.

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ADVISOR BIO

Patricia Greene is a financial advisor with over 20 years of experience. Patricia has been associated with Stifel, Nicolaus & Company, Inc. since February 2015. Before that, Patricia worked at Morgan Stanley. Patricia Greene holds Series 63, Series 65, Series 7, and Series 31 licenses. Patricia Greene offers investment advice and financial planning. Patricia also provides portfolio management for individuals, businesses, and pooled investment vehicles.

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ADVISOR BIO

Patricia Scanlan is a registered investment advisor representative at Columbia Management Investment Advisers, LLC. Patricia has been in the industry since 2014 and is currently registered with the state of Massachusetts. Patricia holds a Series 66 license. Patricia has been employed at Columbia Management Investment Distributors, Inc. since September 2024. Previously, Patricia worked at Legion M Entertainment Inc. in Orinda, California, starting in May 2024. Prior to that, Patricia worked at Him For Her in Oakland, California, starting in June 2022.

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ADVISOR BIO

Patricia Patricia Holder is a financial advisor with Insigneo Advisory Services, LLC, who has been active in the financial industry since October 5, 1997. Patricia has held previous roles at Morgan Stanley, Citigroup Global Markets Inc., Merrill Lynch, Pierce, Fenner & Smith Incorporated, and Citicorp Investment Services. Patricia holds the Series 63 and 66, and Series 7 and SIE licenses. In addition to being a financial advisor for Insigneo, Patricia is also an Investment Advisor for Insigneo Advisory Services, LLC. Patricia has a wide range of experience and is able to provide financial advice and investment management services to a variety of clients.

SPECIALIZATIONS