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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 Williams is a registered representative and investment advisor representative with Morgan Stanley. Patrick has been in the financial services industry since 2023. Patrick holds Series 63, Series 65, and Series 7TO licenses and has passed the SIE Exam. Before joining Morgan Stanley, Patrick worked at Eaton Vance Distributors, Inc. and Morgan Stanley Distribution, Inc. Patrick Williams is registered to provide investment advisory services in DC and TX.
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
DC
06/21/2024 - Present
Morgan Stanley (Washington DC)
MA
08/17/2023 - 06/17/2024
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
MA
07/27/2023 - 08/17/2023
MORGAN STANLEY DISTRIBUTION, INC. (Boston MA)
IA
Issued 05/23/2024
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/27/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/27/2023
Series 7TO - General Securities Representative Examination
BC
Issued 04/21/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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