Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daisy? Claim Your ProfileDaisy I. Patrick is a registered representative with J.p. Morgan Securities LLC. Daisy Patrick is currently registered in New York and Texas. Daisy Patrick's firm manages more than $50 billion in assets and has over 262,000 clients. Daisy Patrick is licensed to provide financial planning and portfolio management services to individuals and businesses. The firm offers services to a variety of clients including corporations, individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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NY
09/09/2024 - Present
J.p. Morgan Securities LLC (New York NY)
Active
Inactive
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