Unclaimed
Patrick Gorand is an investment advisor representative with J.p. Morgan Securities LLC. Patrick is registered with FINRA as a General Securities Representative and has been in the industry since 2010. Patrick is licensed in 53 states for broker-dealer services and 2 states for investment advisory services. Patrick has a Series 7, Series 65, and Series 66 licenses. Patrick's previous experience includes working at WELLS FARGO ADVISORS, LLC. Patrick's firm, J.p. Morgan Securities LLC, is a large firm with over $50 billion in assets under management. J.p. Morgan Securities LLC provides financial planning, portfolio management, and pension consulting to individuals, businesses, and institutions.
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
04/26/2023 - Present
J.p. Morgan Securities LLC (Chicago IL)
IL
09/10/2010 - 10/31/2014
WELLS FARGO ADVISORS, LLC (SKOKIE IL)
IA
Issued 04/26/2023
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 11/05/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/09/2010
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX 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
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, 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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