Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice Bleach has been in the financial industry for over 10 years, with experience at both Merrill Lynch, Pierce, Fenner & Smith Incorporated and currently, Bofa Securities, Inc. Patrice's expertise includes the Securities Industry Essentials Examination and the Operations Professional Examination (Series 99). Patrice is registered with FINRA and holds a current registration with Bofa Securities, Inc.
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.
Research-related services
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.
Negotiated fees for research-related services
1
2
NY
05/10/2019 - Present
Bofa Securities, Inc. (NEW YORK NY)
NY
10/08/2021 - 01/17/2023
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
05/10/2014 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/09/2014
Series 99 - Operations Professional Examination
Active
Inactive
F
FINRA
Not sure Patrice Bleach is the right advisor for you? Invested Better is here to help.
