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Patrick Marshall |
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| Contact Information |
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Wescom Financial
Services
P.O. Box 7058
Pasadena CA 91109 |
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| Representing Oxnard, Simi Valley, Thousand Oaks |
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"The investment process is a marathon, not a sprint. My job is to be there for every step of the journey. I am here to help you achieve your financial goals through comprehensive planning and professional wealth management."
Registered through our broker dealer, Wescom
Financial Services
Series 7 - General Securities Representative
Series 66 - Investment Advisor Law
Additional Qualifications
California Insurance Agent License #0F45771
Previous Experience
Morgan Stanley
Personal Interests
Golf, Music and Old Cars
Securities State Registration
AZ, CA, ID, MO, NV, WA
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Investment products and services offered through Wescom Financial Services, LLC (WFS), a Registered Investment Advisor, broker-dealer, and a wholly owned subsidiary of Wescom Holdings, LLC, which is a wholly owned subsidiary of Wescom Credit Union. Registered Representatives are employed by and registered through WFS (Member FINRA/SIPC). eVISION® is a trademark of CUSO Financial Services, L.P.
Investments are not NCUA/NCUSIF insured, are not Credit Union guaranteed, and may lose value.
To view full WFS disclosures please click here.
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