Patrick Egan's Location
Alhambra, California, United States
Patrick Egan's Work
- Financial Advisor @ Coordinated Wealth Mangement
- Registred Representative @ Western International Securities
- Options Principal @ Western International Securities
- Compliance Officer @ Western International Securities
Patrick Egan's Education
- College for Financial Planning
Certified Financial Planner
2006 - 2006 - UCLA
Business-Economics
Patrick Egan's Skills
- Retirement Planning
- Series 7
- Mutual Funds
- Investment Advisory
- Series 63
- Investment Strategies
- Retirement
- Asset Allocation
- Investments
- Alternative Investments
Patrick Egan's Summary
Patrick Egan, based in Alhambra, California, United States, is currently a Financial Advisor at Coordinated Wealth Management, bringing experience from previous roles at Western International Securities. Patrick Egan holds a 2006 - 2006 Certified Financial Planner @ College for Financial Planning. With a robust skill set that includes Retirement Planning, Series 7, Mutual Funds, Investment Advisory, Series 63 and more, Patrick Egan contributes valuable insights to the industry. Patrick Egan has 1 email and 1 mobile phone number on RocketReach.
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Patrick Egan
Financial Advisor at Coordinated Wealth Mangement
Alhambra, California, United States15+
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