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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bransome is an Investment Advisor Representative with Morgan Stanley. Patrick has been in the securities industry since February 13, 2000. Patrick is registered with the state of Pennsylvania and Texas as an Investment Advisor Representative. Patrick has also been registered as a Registered Representative in several states including Pennsylvania, Texas, California, Colorado, Connecticut, Delaware, Florida, Maryland, Nevada, New Jersey, New York, North Carolina, Oregon, Tennessee, Virginia, and Washington. Patrick has experience working with individuals, high-net-worth individuals, corporations, insurance companies, charitable organizations, and pension and profit-sharing plans. Patrick's experience includes working with Merrill Lynch, Pierce, Fenner & Smith Incorporated and Morgan Stanley. Patrick's areas of specialization include asset allocation advice, financial planning, and portfolio management.
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
PA
03/25/2022 - Present
Morgan Stanley (Pittsburgh PA)
PA
05/09/2013 - 03/28/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PITTSBURGH PA)
PA
06/01/2009 - 06/04/2013
MORGAN STANLEY (PITTSBURGH PA)
NY
11/30/2005 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
07/07/2004 - 09/16/2005
SCHOTTENFELD GROUP LLC (NEW YORK NY)
NY
02/02/2004 - 06/30/2004
PUGLISI & CO. (NEW YORK NY)
NY
09/02/2003 - 01/29/2004
TERRA NOVA TRADING, L.L.C. (NEW YORK NY)
GA
09/25/2002 - 08/04/2003
FSC SECURITIES CORPORATION (ATLANTA GA)
NY
08/02/2001 - 09/03/2002
RAYMOND C. FORBES & CO., INC. (NEW YORK NY)
NY
11/14/2000 - 08/02/2001
GOLDMAN, SACHS & CO. (NEW YORK NY)
NY
04/26/2000 - 10/30/2000
DIRECT BROKERAGE, INC. (NEW YORK NY)
NY
09/16/1999 - 04/20/2000
MIDWOOD SECURITIES, INC. (NEW YORK NY)
IA
Issued 03/20/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/01/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/28/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/18/1999
Series 25 - NYSE Trading Assistant Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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