Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Millwee has been in the financial services industry since 1985. Patrick currently is a Registered Representative with Merrill Lynch, Pierce, Fenner & Smith Inc., where Patrick is registered in Arkansas and Texas. Patrick is also a Registered Investment Advisor in Arkansas and Texas. Patrick holds the Series 7, Series 63, and Series 65 securities licenses as well as the SIE. Patrick is a general partner/managing member of Bullitt & Bee, LLC. Patrick's primary responsibilities are providing funding for vehicle purchases, parts and supplies, assisting with vehicle restoration and handling basic accounting functions.
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
AR
01/10/2001 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (LITTLE ROCK AR)
NA
02/21/1985 - 02/08/1986
PERSONALIZED INVESTMENTS,INC.
IA
Issued 10/24/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/07/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/19/1985
Series 7 - General Securities Representative 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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