Apex Securities & Asset Management, LLC

CONNECT

Address:

8660 Brentwood Boulevard, Suite G
Brentwood, CA 94513

Phone:

(925) 516-APEX

Fax/Other:

(925) 516-2775

Patricia CastroPatricia Castro, Sr. Registered Client Associate

p. (925) 516-2739

f. (925) 516-2775

e. patricia.castro@wfafinet.com

 

 

 

 

 

 

Pat has more than two decades of providing excellent customer service. Prior to joining Apex Securities & Asset Management she worked for Morgan Stanley Smith Barney. She holds her Series 7, 63 and 65 securities registrations. Pat graduated with a Bachelors of Science in Business Management from the Philippine School of Business Administration, Manila Philippines. Pat and her husband Angel have one daughter.

Pat can assist with all client inquiries, executing trades, and gathering the information to implement your Envision® Plan.


Meet the Team

Treva Black David Roche Sharlet Briggs
Treva Black David Roche Sharlet Briggs
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals
FINRA’s BrokerCheck Obtain more information about our firm and its financial professionals