PJ
Patrick Jeffs-catone
from Golden State Equity Partners, LLC
Patrick Jeffs-catone is a financial advisor based in California, South Coast Metro,
with 14 years of experience. Patrick currently works for
Golden State Equity Partners, LLC.
Patrick maintains a S66 license (Uniform Combined State Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
This advisor does not appear to be registered with Unbiased
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Patrick Jeffs-catone works at Golden State Equity Partners, LLC
Certifications and registrations
Uniform Combined State Law Examination (S66)
Years registered
9 years
Fee structure
A percentage of assets under your management, fixed fees and financial planning fees
Office location
201 E. Sandpointe Ave, Suite 460, South Coast Metro, California, 92707
Advisor can help with
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