Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patricio? Claim Your ProfilePatricio Gerscovich is a financial advisor with Morgan Stanley. Patricio has over 20 years of experience in the financial services industry. Patricio is registered with the state of Florida and is licensed to sell securities in several other states. Patricio is a Series 7, Series 63, Series 65, Series 3, Series 9, and Series 10 licensed advisor. Patricio provides financial planning, investment advisory, and portfolio management services to individuals, families, and businesses. Patricio is committed to providing his clients with personalized financial advice and services that meet their unique needs.
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
FL
05/30/2017 - Present
Morgan Stanley (Miami FL)
FL
07/01/2003 - 05/22/2017
WELLS FARGO CLEARING SERVICES, LLC (MIAMI FL)
NY
06/13/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
IA
Issued 04/07/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/23/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 04/23/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/08/2003
Series 3 - National Commodity Futures Examination
BC
Issued 05/12/2001
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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