Michael Patti
Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management | Raleigh-Durham-Chapel Hill Area
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Wealth Management Advisor, Vice President at Merrill Lynch Wealth Management in April 2010 to Present
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Texas A&M University, Bachelor's Degree, January 1985 to January 1990
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Series 7
Portfolio Management
Strategic Financial Planning
Wealth Management
Mutual Funds
Retirement Planning
Asset Allocation
Investments
Series 63
Asset Managment
Financial Services
Financial Analysis
Retirement
Fixed Annuities
Alternative Investments
New Business Development
Sales Management
Equities
Financial Modeling
Financial Advisory
Asset Management
Business Development
Estate Planning
Finance
IRAs
Investment Advisory
Investment Strategies
Securities
Strategy
Uniform Combined State Law
Fixed Income
401k
Series 24
Financial Planning
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What is Michael Patti email address?
Email Michael Patti at [email protected] and [email protected]. This email is the most updated Michael Patti's email found in 2026.
What is Michael Patti phone number?
Michael Patti phone number is 919-829-2011.
How to contact Michael Patti?
To contact Michael Patti send an email to [email protected] or [email protected]. If you want to call Michael Patti try calling on 919-829-2011.
What company does Michael Patti work for?
Michael Patti works for Merrill Lynch Wealth Management
What is Michael Patti's role at Merrill Lynch Wealth Management?
Michael Patti is Wealth Management Advisor, Vice President
What industry does Michael Patti work in?
Michael Patti works in the Financial Services industry.
Michael Patti Email Addresses
Michael Patti Phone Numbers
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