Patrick Velasco Email & Phone Number
Wealth Management Advisor @ LPL Financial
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Patrick Velasco Location
- Torrance, CA, US
Patrick Velasco Work
- 2025 -now Wealth Management Advisor @
- 2009 -now Wealth Advisor @ Heritage Wealth Management Group - LPL Financial
- 2019 -now Managing Partner - Wealth Advisor @ Heritage Wealth Management Group
- 2012 -now Managing Partner - Weath Advisor - Heritage Wealth Management Group @ Heritage Wealth Management Group
- 2019 -2025 Wealth Advisor @
- 2019 -2025 Managing Partner - Weath Advisor - Heritage Wealth Management Group @
- 2005 -2009 Wachovia Securities @
Patrick Velasco Education
- University of the Philippines
Bachelor's degree
1997-2002 - College for Financial Planning
Certified Financial Planning - Program (CFP)
Patrick Velasco Skills
- Alternative Investments
- Series 63
- Planning
- Fixed Annuities
- Retirement Income Strategies
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- IRAs
- Investments
- Variable Annuities
- Series 6
- 401k
- Series 66
- Roth IRA
- Investment Advisory
- Wealth Management
- Life Insurance
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Wealth Accumulation
- College Savings Plans
- Licensed Life Insurance Agent
- Wealth
- 401k Rollovers
- ETFs
- Retirement
- Series 65
- Series 7
- 529 Plans
Patrick Velasco Summary
- Patrick Velasco, based in Torrance, CA, US, is currently a Wealth Management Advisor at LPL Financial. Patrick Velasco brings experience from previous roles at Heritage Wealth Management Group - LPL Financial, Heritage Wealth Management Group and Kestra Financial. Patrick Velasco holds a 1997 - 2002 Bachelor's degree @ University of the Philippines. With a robust skill set that includes Alternative Investments, Series 63, Planning, Fixed Annuities, Retirement Income Strategies and more. Patrick Velasco has 3 emails and 4 mobile phone numbers on RocketReach.
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