Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bauer is a financial advisor with J.P. Morgan Securities LLC, located in Somerville, NJ. Patrick has been in the financial industry since January 1st, 2024 and is registered to provide financial services in California, Connecticut, Florida, New Jersey, and New York. Patrick specializes in investment products and services offered by J.P. 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.
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
NJ
02/15/2024 - Present
J.p. Morgan Securities LLC (SOMERVILLE NJ)
NJ
11/22/2023 - 01/04/2024
EQUITABLE ADVISORS, LLC (SECAUCUS NJ)
BC
Issued 11/02/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/21/2023
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 09/01/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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