Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Misty? Claim Your ProfileMisty Dawn Patrick is a financial advisor at Prospera Financial Services, Inc. based in Dallas, Texas. Misty has been in the financial services industry since 1999. She is a registered representative with FINRA and holds Series 63, SIE and Series 52 licenses. Misty specializes in financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles. Misty has experience working at a variety of firms including SAMCO Capital Markets, Inc., Penson Financial Services, Inc., Service Asset Management Company, SWS Securities Inc., Hartfield, Titus & Donnelly, LLC and Titus & Donnelly LLC.
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Percentage of assets under review
1
2
TX
07/08/2024 - Present
Prospera Financial Services, Inc. (DALLAS TX)
TX
05/19/2006 - 11/16/2023
SAMCO CAPITAL MARKETS, INC. (DALLAS TX)
TX
02/03/2003 - 05/19/2006
PENSON FINANCIAL SERVICES, INC. (DALLAS TX)
TX
03/05/2002 - 02/03/2003
SERVICE ASSET MANAGEMENT COMPANY (AUSTIN TX)
TX
07/10/2000 - 02/25/2002
SWS SECURITIES INC. (DALLAS TX)
NJ
10/01/1999 - 07/06/2000
HARTFIELD, TITUS & DONNELLY, LLC (JERSEY CITY NJ)
NY
10/20/1998 - 01/07/2000
TITUS & DONNELLY LLC (NEW YORK NY)
BC
Issued 02/11/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/19/1998
Series 52 - Municipal Securities Representative Examination
Active
Inactive
F
FINRA
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