Pat Barrera

Finance

Profile

Prior to working at AWM, Pat worked at CUNA Mutual in Pennsylvania as a planning assistant.
Pat has a strong backround in Customer relations and Tech support.
He acts as the main liason for both TD Ameritrade and Schwab.
Pat currently holds Series 7 and 63 registrations, and has been registered for over 9 years.

Former positions of Pat Barrera

Companies	Position	End
Affinity Wealth Management, Inc. Affinity Wealth Management, Inc. Investment ManagersFinance Affinity Wealth Management, Inc. (Affinity) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Wilmington, Delaware. The firm was founded by James Kalil in 1974. Affinity provides investment advisory and related services for successful individuals, families, and small businesses.	Corporate Officer/Principal	-

See the detail of Pat Barrera's experience

Experiences
Positions held

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Inactive

Listed companies

Private companies