Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricia? Claim Your ProfilePatricia Kes lejeune is a financial advisor registered with Morgan Stanley. Patricia has been in the financial services industry since September 24, 2002. Patricia has passed the Series 66, Series 7, Series 10, Series 9 and SIE exams. Patricia is registered with the State of Arizona and Texas. Patricia was previously registered with J.P. MORGAN SECURITIES LLC, MORGAN STANLEY, and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Previous employment includes roles at MORGAN STANLEY PRIVATE BANK, N.A., MORGAN STANLEY SMITH BARNEY LLC, JP MORGAN SECURITIES LLC, RIVER BEND CABINS LLC, SWAT MOSQUITO CONTROL, LLC, and JP MORGAN SECURITIES 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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
See schedule d miscellaneous
1
2
AZ
10/17/2022 - Present
Morgan Stanley (Scottsdale AZ)
AZ
02/25/2016 - 07/08/2022
J.P. MORGAN SECURITIES LLC (Sun City AZ)
LA
10/19/2010 - 02/26/2016
MORGAN STANLEY (BATON ROUGE LA)
LA
05/05/2010 - 09/30/2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW ORLEANS LA)
AL
07/05/2001 - 03/13/2009
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (BIRMINGHAM AL)
BOTH
Issued 07/31/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 04/11/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/11/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/03/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
Not sure Patricia Kes lejeune is the right advisor for you? Invested Better is here to help.
