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Pat Guest

Senior Private Wealth Associate

Pat Guest is a skilled professional with licenses in 49 states and two territories, specializing in securities business as a General Securities Representative and in Uniform Combined State Law Examination.

They hold licenses in Finra, Series 7 General Securities Representative, and Series 66 Uniform Combined State Law Examination.

With a background in Marketing, Accounting, Business, and Marketing Communications from U C Berkeley Extension and El Camino College, Pat has a strong educational foundation.

Currently, Pat is a Senior Private Wealth Associate at Merrill Lynch and has previous experience as a Registered Client Associate at Merrill Lynch and as a Registered Client Service Associate at Oppenheimer & Co. Inc.

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Location

Orinda, California, United States