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Anthony M
Series 63, Series 66
Newport Beach, CA
Wedbush Securities Inc.
Anthony Molina is a financial advisor with Wedbush Securities Inc. in Newport Beach, CA, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. His prior roles include positions at Stifel Nicolaus & Co Inc, STIFEL, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he serves as secretary and board member for Safety Systems Technology (NV), Inc., a manufacturer of safety equipment. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of solutions including discretionary and non-discretionary portfolio management, institutional research, and prime services.
Katrina D
Series 63, Series 66
Pasadena, CA
Wedbush Securities Inc.
Katrina Dudley is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. She holds Series 63 and 66 licenses and has been with Wedbush Morgan Securities since 2009, following two years at First Wall Street Corp. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm provides a range of wealth management solutions, including discretionary and non-discretionary portfolio management, fixed income, commodities, and prime services.
Albert F
Series 63, Series 65
Salinas, CA
Wedbush Securities Inc.
Albert Fong is a financial advisor with Wedbush Securities Inc. in Salinas, CA, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His prior work includes ten years at UBS Financial Services and a brief period at Brookstreet Securities Corporation before joining Wedbush Morgan Securities Inc., where he has worked for 19 years. Outside of his advisory role, Fong serves as chairman of the Deacon Board at Salinas Chinese Christian Church, is a commissioner for the City of Salinas Library Community Service, and is a board member of the Chinese American Citizen Alliance-National. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm combines portfolio management tailored to client objectives with institutional research and operational capabilities including clearing, custodial, and prime services.
James L
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
James Larew is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 designations and has 33 years of industry experience. He has worked at Wedbush Morgan Securities since 2009 and was previously with Merrill from 1997 to 2009. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services. The firm supports discretionary and non-discretionary portfolio management and conducts research and due diligence across various investment products.
Bernard O
Series 63
Pasadena, CA
Wedbush Securities Inc.
Bernard Obrien is a financial advisor with Wedbush Securities Inc. and holds a Series 63 designation. He has 38 years of industry experience and has worked with Wedbush Morgan Securities Inc. since 1989. Outside of his advisory role, he has been associated with Woodcrest Country Club for over three decades. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with portfolio management tailored to client objectives and risk profiles.
Robert L
Series 63, Series 65
New York, NY
Wedbush Securities Inc.
Robert Limmer is a financial advisor with Wedbush Securities Inc. in New York, NY, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at UBS, Stifel, Ryan Beck & Co., LPL Financial, and Gladstone Institutional Advisory. He is also involved as Principal-Chief Growth Officer at Onward Advisors and serves on the advisory board of BiCoastal Wealth Management. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, securities lending, and capital markets services. The firm employs both discretionary and non-discretionary portfolio management strategies tailored to client objectives and risk tolerances.
Jeffrey O
Series 63, Series 65
Grand Rapids, MI
Wedbush Securities Inc.
Jeffrey Olsson is a financial advisor with Wedbush Securities Inc. in Grand Rapids, MI. He holds Series 63 and Series 65 designations and has 33 years of industry experience. Prior to joining Wedbush in 2016, he worked at Raymond James Financial Services from 2010 to 2016 and has operated the Olsson Investment Group since 2008. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services, including both discretionary and non-discretionary portfolio management.
Gene W
Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Gene Wong is a financial advisor at Wedbush Securities Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wedbush Morgan Securities since 2009, following prior roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, and capital markets, along with discretionary and non-discretionary portfolio management tailored to client objectives.
Tai N
Series 66
Dallas, TX
Wedbush Securities Inc.
Tai Newman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 designation and is based in Dallas, TX. His background includes roles at Defender Outdoors and a significant period in full-time education. Wedbush Securities serves individual, high-net-worth, and institutional clients by offering investment advisory and broker-dealer services across multiple asset classes and account types. The firm’s offerings include wealth management, capital markets, and research, with portfolio management tailored to client objectives.
Paul R
Series 63, Series 65
Eugene, OR
Wedbush Securities Inc.
Paul Rowe is a financial advisor with Wedbush Securities Inc. in Eugene, OR, holding Series 63 and Series 65 credentials. He has 42 years of industry experience, including 36 years with Wedbush Morgan Securities Inc. Wedbush Securities provides investment advisory and broker‑dealer services to individual, high‑net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, and capital markets, with portfolio management tailored to client objectives and risk tolerances.
Joshua M
Series 66
Pasadena, CA
Wedbush Securities Inc.
Joshua Modabber is a financial advisor at Wedbush Securities Inc. with four years of industry experience. He holds the Series 66 designation and has worked with Wedbush Securities since 2021. His prior experience includes roles at Signpost, Westside Wellness & Rehabilitation, and Silva Artist Management, as well as time spent at the University of Colorado - Boulder. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, delivering tailored portfolio management through discretionary and non-discretionary strategies.
Patricia H
Series 63, Series 65
Honolulu, HI
Wedbush Securities Inc.
Patricia Hirata is a financial advisor at Wedbush Securities Inc. with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Us Bancorp Investments, Unionbanc Investment Services, Chase Investment Services Corp., and Wamu Investments, Inc. Outside of her advisory role, she serves as a trustee for an investment-related LLC in Honolulu. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of wealth management, fixed income, commodities, and capital markets services with both discretionary and non-discretionary portfolio management options.
Patricia B
CFP®, Series 63, Series 66
Greensboro, NC
Wedbush Securities Inc.
Patricia Blair is a CFP® with 16 years of industry experience and is currently affiliated with Wedbush Securities Inc. in Greensboro, NC. She previously worked at UBS Financial Services Inc. for ten years and Wells Fargo Clearing for two years. Outside of her advisory role, she has community involvement as a coach with Winston Salem Forsyth County Schools and participates in a family-owned coffee shop business where she assists with operations and customer service. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, capital markets, and research, with a focus on tailoring portfolio strategies to client objectives and risk tolerances.
James C
Series 63
Pasadena, CA
Wedbush Securities Inc.
James Carey is a financial advisor at Wedbush Securities Inc. based in Pasadena, CA, with 37 years of industry experience. He has been with Wedbush Morgan Securities since 2009. Carey holds the Series 63 designation. Wedbush Securities serves individual, high-net-worth, and institutional clients, offering investment advisory and broker-dealer services across wealth management, fixed income, commodities, capital markets, and more. The firm provides tailored portfolio management strategies and conducts due diligence on third-party managers while also supporting clearing, custodial, and securities lending activities.
Christopher B
Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Christopher Boesche is a financial advisor with Wedbush Securities Inc. in Seattle, WA, holding Series 63 and Series 65 licenses and totaling 28 years of industry experience. He has worked at Wedbush Securities since 2009, with prior roles at UBS Financial Services and Piper Sandler & Co. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a range of services including wealth management, fixed income, commodities, securities lending, and capital markets, with both discretionary and non-discretionary portfolio management.
Yoel E
Series 63, Series 65
Pasadena, CA
Wedbush Securities Inc.
Yoel Edunn is a financial advisor with Wedbush Securities Inc. in Pasadena, CA, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked at Wedbush Morgan Securities since 2005 and previously at Morgan Stanley DW Inc. from 1998 to 2005. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts and pension plans. The firm offers a broad spectrum of services such as wealth management, fixed income, securities lending, and capital markets, with portfolio management strategies tailored to client objectives and risk profiles.
Sheryl P
CFP®, Series 63, Series 65
Seattle, WA
Wedbush Securities Inc.
Sheryl Patterson is a CFP® with 32 years of industry experience, currently serving as a financial advisor at Wedbush Securities Inc. since 2004. She previously worked at Wells Fargo Clearing for five years. Outside of her advisory role, Ms. Patterson is the sole proprietor of a property management business. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of services including wealth management, fixed income, commodities, and securities lending. The firm’s financial consultants tailor portfolio strategies to client objectives and risk tolerances while supporting SMA, MMA, UMA, and IMA offerings.
Robert C
CFP®, Series 63, Series 65
Radnor, PA
Wedbush Securities Inc.
Robert Cellucci is a CFP® credentialed financial advisor with 26 years of industry experience, currently with Wedbush Securities Inc. He has previously worked at B. Riley Wealth Advisors, Stifel Nicolaus & Co, Janney Montgomery Scott, and Ameriprise Advisor Services. Outside of his advisory role, he is associated with MJB Wealth Management Group, a marketing name for Wedbush Securities. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, offering a range of portfolio management and clearing services across various asset classes.
Harrison L
Series 66
New York, NY
Wedbush Securities Inc.
Harrison Lindman is a financial advisor at Wedbush Securities Inc. with one year of industry experience. He holds a Series 66 credential and has prior work experience across several organizations, including Florida Gulf Coast University Athletics and The Sagamore Resort. Outside of his advisory role, Lindman is the CEO and founder of Harrison Lindman Golf Services, providing golf instruction. Wedbush Securities offers investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients, including trusts, pension plans, and foundations. The firm’s services encompass wealth management, fixed income, commodities, capital markets, and research, with tailored portfolio management strategies and an operational capacity for custodial, clearing, and prime services.
James M
Series 63, Series 65
Chicago, IL
Wedbush Securities Inc.
James Mcdermott is a financial advisor at Wedbush Securities Inc. with 32 years of industry experience. His prior firms include Raymond James & Associates, Oppenheimer, Wells Fargo Clearing, Citigroup Global Markets, and Osaic Wealth Inc. Outside of his advisory work, he has worked part-time as an hourly employee for Netjets. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients through a range of offerings including wealth management, fixed income, commodities, and capital markets. The firm delivers both discretionary and non-discretionary portfolio management and supports clients with custodial, clearing, and prime services.
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