Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfileAdvisors 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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
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2
NY
01/28/2019 - Present
BNY Mellon Securities Corp. (New York NY)
NY
05/23/2018 - 12/31/2018
ABERDEEN FUND DISTRIBUTORS, LLC (NEW YORK NY)
ME
09/07/2011 - 05/07/2018
QUASAR DISTRIBUTORS, LLC (PORTLAND ME)
IL
11/05/2010 - 07/01/2011
CALAMOS FINANCIAL SERVICES LLC (NAPERVILLE IL)
CT
12/01/2005 - 05/06/2010
LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)
NY
03/23/2004 - 12/01/2005
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
09/12/2000 - 02/09/2004
PIMCO ADVISORS DISTRIBUTORS LLC (NEW YORK NY)
NY
04/24/1997 - 09/06/2000
OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)
NY
05/04/1992 - 04/03/1997
SCUDDER INVESTOR SERVICES, INC. (NEW YORK NY)
NJ
09/16/1991 - 03/10/1992
FIRST INVESTORS CORPORATION (EDISON NJ)
IA
Issued 5/3/2002
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 9/23/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/1/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/10/1994
Series 7 - General Securities Representative Examination
BC
Issued 9/12/1991
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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