Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bryant Nickerson is a financial advisor with Raymond James & Associates, Inc. in WASHINGTON, DC. Patrick has been in the financial services industry for over 20 years. Patrick is registered to provide securities and advisory services in Alabama, Colorado, Delaware, District of Columbia, Florida, Georgia, Louisiana, Maryland, Massachusetts, Montana, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Tennessee, Virginia, and West Virginia. Previous employers include MORGAN STANLEY, CITIGROUP GLOBAL MARKETS INC. and MORGAN STANLEY DW INC.
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.
Please see note in schedule d - miscellaneous
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.
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2
DC
09/06/2016 - Present
Raymond James & Associates, Inc. (WASHINGTON DC)
DC
06/01/2009 - 09/02/2016
MORGAN STANLEY (WASHINGTON DC)
DC
01/16/2004 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (WASHINGTON DC)
NY
05/04/2000 - 01/21/2004
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 05/10/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/20/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/03/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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