Patrick Holmquist
CRD Number: 7643581Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Patrick Holmquist (CRD# 7643581) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Placentia, CA and has 1 year of experience in the finance industry.
CRD# 1620034
Raymond James & Associates, Inc.
CRD# 6384003
Dorman Skorheim Wealth Management LLC
CRD# 2619073
Wedbush Securities Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Placentia, CA | Mar 2024 - Current | < 1 |
| St. Anne Church | Seal Beach, CA | Oct 2021 - Current | 2 |
| Morgan Stanley | Long Beach, CA | Oct 2022 - Aug 2023 | < 1 |
| Rogerson Capital | Irvine, CA | Aug 2022 - Oct 2022 | < 1 |
| St. Mark's Catholic School | Venice, CA | Dec 2021 - Jun 2022 | < 1 |
| St Thomas School | Venice, CA | Dec 2021 - Jun 2022 | < 1 |
| Our Lady Of Refuge Catholic School | Long Beach, CA | Aug 2012 - Dec 2021 | 9 |
| Loyola Marymount University | Westchester, CA | Aug 2019 - Aug 2021 | 2 |
| Verbum Dei High School | Watts, CA | Apr 2019 - Jun 2019 | < 1 |
| Our Lady Of Refuge Catholic School | Long Beach, CA | Aug 2016 - Apr 2019 | 2 |
| St. Anthony Catholic School | Long Beach, CA | Aug 2017 - Jan 2019 | 1 |
| St. Lucy's Catholic School | Long Beach, CA | Aug 2018 - Sep 2018 | < 1 |
| Creighton University | Omaha, NE | Aug 2010 - Aug 2017 | 7 |
| Long Beach City College | Long Beach, CA | Jun 2012 - Jul 2017 | 5 |
| The Friendly Toast | Cambridge, MA | Sep 2015 - Dec 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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