Patricia A. Alexander
Professional summary
Patricia Ann Alexander MS., who also goes by Patricia Ann Zajicek, is a registered financial advisor currently at MISSION STREET WEALTH PLANNING located in Pasadena, California.
Patricia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Patricia has worked at 3 firms and has passed the Series 66, Series 63 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Patricia Ann Alexander MS.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
November 14, 2003 - Present
MISSION STREET WEALTH PLANNING
Office #1: 1210 E. Green St., Ste. 100, Pasadena, CA 91106November 18, 2003 - October 1, 2007
THE LEADERS GROUP, INC.
September 5, 2002 - August 4, 2003
CROWELL, WEEDON & CO.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(11/14/2003)
Exams
Current Firm
MISSION STREET WEALTH PLANNING
CRD#: 115310 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 57 |
| AUM (Assets Under Management) | $ 51,477,314 |
Red Flags
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