Patrick Amaya (CRD# 4519000) is an Investment Advisor Representative working at Gbs Retirement Services, Inc. in Rolling Meadows, IL and has over 21 years of experience in the finance industry.
CRD# 2216510
Sequoia Wealth Management, LLC
CRD# 6067744
Goldstone Financial Group, LLC
CRD# 5648094
Highpoint Planning Partners
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gbs Retirement Services, Inc. | Rolling Meadows, IL | Jun 2020 - Current | 3 |
| Gbs Insurance Insurance And Financial Services | Woodland Hills, CA | Apr 2016 - Current | 8 |
| The Leaders Group, Inc. | Littleton, CO | Sep 2019 - Jun 2020 | < 1 |
| Voya Financial Advisors, Inc. | Riverside, CA | Feb 2018 - Dec 2018 | < 1 |
| Pacific Life Insurance Company | Aliso Viejo, CA | Oct 2012 - Apr 2016 | 3 |
| Pacific Select Distributors, Inc. | Newport Beach, CA | Oct 2012 - Apr 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
- IL
- OH
- TX
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Selection of other advisers (including private fund managers)
IL, OH, TX
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