Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrice? Claim Your ProfilePatrice O'Malley is a financial advisor with J.p. Morgan Securities LLC, a firm that manages over $249.7 billion in assets. Patrice has been in the industry since 2000 and holds a Series 7 and Series 63 license, as well as the Securities Industry Essentials (SIE) exam. Patrice has a history of working with J.P. Morgan Securities Inc., Signature Securities and J.p. Morgan Securities LLC. Patrice has worked at firms that serve a wide variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Patrice specializes in financial planning, pension consulting, selection of other advisors, and portfolio management. Patrice is a registered representative with the Financial Industry Regulatory Authority (FINRA) and is licensed in New York.
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
1
2
NY
10/01/2008 - Present
J.p. Morgan Securities LLC (New York NY)
NY
11/26/2007 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
06/25/2004 - 10/02/2007
SIGNATURE SECURITIES (NEW YORK NY)
NY
12/13/2000 - 03/12/2004
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 01/09/2001
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/12/2000
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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