ADVISOR BIO

Patrick Mauriello is a financial advisor with RBC Capital Markets, LLC, a firm that manages more than $50 billion in assets. Patrick has been in the industry since 1992, holding registrations in 21 states. Patrick is registered as a Broker/Dealer and Investment Advisor Representative. Patrick is active in the New Jersey community as a Township Committee member in Springfield. Patrick has a diverse client base including individuals, high-net-worth individuals, corporations, and charitable organizations. Patrick is also qualified to provide financial planning, portfolio management, and pension consulting services.

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ADVISOR BIO

Patrick Jubard is a financial advisor with over 20 years of experience in the industry. Patrick is currently registered with Goldman Sachs & Co. LLC and has been with the firm since May 2018. Prior to joining Goldman Sachs, Patrick was with Merrill Lynch, Pierce, Fenner & Smith Incorporated for nearly 20 years. Patrick specializes in a variety of financial services, including investment management, financial planning, and portfolio management. Patrick is committed to providing his clients with the highest level of service and expertise.

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ADVISOR BIO

Patrick Alan Brown is a financial advisor with over 20 years of experience in the financial industry. Patrick is currently registered with Creative Planning and Edmonds Duncan Registered Investment Advisors, LLC. Patrick specializes in providing financial planning services, portfolio management, and pension consulting to individuals, businesses, and families.

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ADVISOR BIO

Patrick McGuire is an Investment Advisor Representative at Cerity Partners LLC, based in Louisville, Kentucky. Patrick has been in the financial services industry since 2011 and holds a Series 65 license. Patrick has experience working with a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Patrick provides financial planning, portfolio management, and tax services to clients.

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ADVISOR BIO

Patrick Ray Davidson is a financial advisor at First Security Capital, LLC with over 20 years of experience in the financial services industry. Patrick has expertise in financial planning, pension consulting, and portfolio management for individuals, businesses, and pooled investment vehicles. Patrick is licensed to offer investment advice in Idaho and holds Series 6 and 63 licenses.

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ADVISOR BIO

Patrick Howell is a financial advisor with RBC Capital Markets, LLC, and has been in the industry since 1987. He is registered in 27 states and holds Series 66, 63, 31, 7 and SIE licenses. Patrick currently operates in Fresno, California and has previously worked at UBS Financial Services Inc. and Piper Jaffray & Co. Patrick's specializations include investment management, financial planning, portfolio management, and pension consulting.

SPECIALIZATIONS

ADVISOR BIO

Patrick Fels is a Registered Representative with Goldman Sachs & Co. LLC. Patrick has been in the securities industry since August 1994. Patrick holds several licenses, including Series 79TO, SIE, Series 7 and Series 62. Patrick's areas of specialization include Brokerage and Dealer, Investment Advisory, Private Funds, Securities Lending, Institutional Trading, Structured Products, and Retirement Services.

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ADVISOR BIO

Patrick Ryan Foley is a Registered Investment Advisor Representative associated with Nisa Investment Advisors, LLC. Patrick has been in the financial services industry since January 2011 and is registered to provide investment advice in Missouri. Patrick has a Series 65 license (Uniform Investment Adviser Law Examination) and specializes in Portfolio Management for Individuals, Portfolio Management for Businesses and Portfolio Management for Pooled Investment Vehicles.

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ADVISOR BIO

Patrick John Sheehan is a registered representative of Goldman Sachs & Co. LLC in New York, NY. Patrick Sheehan is a registered representative in New York. Patrick Sheehan has been in the financial industry since April 2008.

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ADVISOR BIO

Patrick Henderson is a financial advisor registered with Vanguard Advisers, Inc. Patrick has been in the financial services industry for over a year. Patrick is currently registered with the state of Texas and has been active in the industry for over 1 year. Patrick has passed Series 7TO, SIE, and Series 66 exams. Patrick is licensed to provide financial advice to individuals, businesses, and pooled investment vehicles.

SPECIALIZATIONS