Postes actifs de Patricia Solfaro
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Cadaret, Grant & Co., Inc.
 Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients. | Directeur/Membre du Conseil | - | - |
Sorrento Pacific Financial LLC
 Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Directeur/Membre du Conseil | - | - |
Historique de carrière de Patricia Solfaro
Anciens postes connus de Patricia Solfaro
| Sociétés | Poste | Début | Fin |
|---|---|---|---|
Atria Wealth Solutions, Inc.
 Atria Wealth Solutions, Inc. Investment ManagersFinance Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY. | Corporate Officer/Principal | - | 01/08/2021 |
Statistiques
Internationale
| Etats-Unis | 4 |
Opérationnelle
| Director/Board Member | 2 |
| Corporate Officer/Principal | 1 |
Sectorielle
| Finance | 4 |
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Sociétés liées
| Entreprise privées | 3 |
|---|---|
Cadaret, Grant & Co., Inc.
Cadaret, Grant & Co., Inc. Investment Banks/BrokersFinance Cadaret Grant & Co., Inc. (Cadaret Grant) is a registered broker/dealer headquartered in Syracuse, New York. The firm was founded by Mac Cadaret and Art Grant in 1985. They are a subsidiary of AWS 4, Inc., which is owned by Atria Wealth Solutions, Inc. Cadaret Grant provides a full array of trading and execution services for their clients. | Finance |
Sorrento Pacific Financial LLC
Sorrento Pacific Financial LLC Investment Banks/BrokersFinance Sorrento Pacific Financial LLC operates as a broker-dealers and investment advisory firm specializing in financial institutions. It specializes in the areas including retirement services, wealth management, and fee-based and insurance products for both individuals and business customer. The company was founded by Valorie Seyfert and Amy Beattie on February 5, 2003 and is headquartered in San Diego, CA. | Finance |
Atria Wealth Solutions, Inc.
Atria Wealth Solutions, Inc. Investment ManagersFinance Atria Wealth Solutions, Inc. provides wealth management solutions. The firm offers investment advice, portfolio management, securities, and other financial services. The company was founded by Douglas John Ketterer, Eugene Elias, Jr., and Kevin Beard in 2017 and is headquartered in New York, NY. | Finance |
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