Best Investors
Account
Sign in
Best Investors
Account
Sign in
13101 W. Washington Blvd Suite 237, Los Angeles, CA 90066 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-09-22 |
Branch Locations
13101 W. Washington Blvd Suite 237, Los Angeles, CA 90066 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick Steven Whalen D/B/A Whalen Financial Planning | Culver City | CA | 07/2017 | Present |
| Unemployed | Culver City | CA | 02/2017 | 06/2017 |
| Fidelity Investment | El Segundo | CA | 07/2012 | 01/2017 |
Patrick Whalen holds California Insurance Licenses which may be used for the sale of the following types of insurance policies: accident and health, life only and variable contracts. The aforementioned California Insurance Licenses are all scheduled to expire on October 31st of 2017 and will not be renewed by Patrick Whalen. Patrick Whalen does not currently sell insurance products and will not be receiving insurance commissions from anyone, including clients of WFP. This activity accounts for 0% of his time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-07 |
Reach out to this advisor