Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Fox is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with J.P. Morgan Securities LLC in Chicago, Illinois. Prior to joining J.P. Morgan, Patrick was a financial advisor with Loop Capital Markets LLC, Incapital LLC, UBS Financial Services Inc., and UBS Securities LLC. Patrick holds the Series 7, Series 24, Series 52, Series 53, and SIE licenses. Patrick is a registered representative in all 50 states, the District of Columbia, and Puerto Rico.
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
1
2
IL
05/20/2013 - Present
J.p. Morgan Securities LLC (CHICAGO IL)
IL
05/02/2011 - 05/13/2013
LOOP CAPITAL MARKETS LLC (CHICAGO IL)
FL
07/16/2009 - 05/03/2011
INCAPITAL LLC (DELRAY BEACH FL)
NJ
10/01/2008 - 07/02/2009
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
IL
01/16/2006 - 10/21/2008
UBS SECURITIES LLC (CHICAGO IL)
TX
10/02/2002 - 01/16/2006
UBS FINANCIAL SERVICES INC. (DALLAS TX)
NY
05/14/2001 - 09/06/2002
THEMUNICENTER.COM (NEW YORK NY)
NY
03/29/2001 - 06/27/2001
CHAPDELAINE & CO. (NEW YORK NY)
NY
11/02/1990 - 09/21/2000
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 12/17/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/15/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/28/1993
Series 53 - Municipal Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/31/1990
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe C2 Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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