Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Berenger is a financial advisor with J.p. Morgan Securities LLC, a firm with over $50 billion in assets under management. Patricia Berenger has been working in the financial industry since 1988 and is licensed in multiple states, including New York and Texas. Patricia is a registered representative and investment advisor, and has several professional designations.
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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2
NY
04/09/2024 - Present
J.p. Morgan Securities LLC (NANUET NY)
NJ
06/12/2013 - 04/16/2024
UBS FINANCIAL SERVICES INC. (PARAMUS NJ)
NY
08/05/2004 - 01/14/2013
NATIONAL PLANNING CORPORATION (SUFFERN NY)
IL
08/11/2003 - 05/21/2004
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NY
06/30/1998 - 08/28/1999
REFCO SECURITIES, INC. (NEW YORK NY)
NY
08/26/1997 - 05/06/1998
SMITH BARNEY INC. (NEW YORK NY)
CT
10/24/1985 - 05/13/1997
DILLON, READ & CO. INC. (STAMFORD CT)
NA
07/10/1985 - 11/14/1985
BROADCHILD SECURITIES CORP.
NA
09/12/1983 - 05/31/1985
CRALIN & CO., INC.
IA
Issued 10/15/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/13/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/19/2010
Series 24 - General Securities Principal Examination
BC
Issued 08/20/1983
Series 27 - Financial and Operations Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/2005
Series 7 - General Securities Representative Examination
BC
Issued 08/08/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
B
BOX Exchange LLC
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Cboe BYX Exchange, Inc.
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Cboe BZX Exchange, Inc.
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Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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