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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 Franck Ngangyou tchounchui is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick has been in the financial industry since 2014. Patrick holds the Series 7TO and SIE licenses and is registered in several states including Connecticut, Texas, Florida, Georgia, Maine, Massachusetts, Michigan, New Hampshire, New Jersey, New York, Rhode Island, Vermont. Patrick is also registered as an investment advisor in Connecticut and Texas. Patrick has experience working with clients from all walks of life, including individuals, businesses, and charitable organizations. Patrick can help clients with a variety of financial needs, such as retirement planning, college savings, investment management, and estate planning.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
MA
09/29/2020 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (WESTFORD MA)
BOTH
Issued 08/18/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/15/2020
Series 7TO - General Securities Representative Examination
BC
Issued 05/14/2020
SIE - Securities Industry Essentials Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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