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Patrick Marshall

 
Contact Information
888.493.7266 x6099
805-574-0570
send email
Wescom Financial Services
P.O. Box 7058
Pasadena CA 91109
 

Representing Oxnard, Simi Valley, Thousand Oaks

 

"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

 

 

Trust services provided by MEMBERS Trust Company. 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.