Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Harten arregui is a financial advisor at J.P. Morgan Securities LLC, a firm with over 262,000 clients and more than $50 billion in assets under management. Patrick has worked in the financial industry since 2014. Patrick holds licenses in Florida and Texas, as well as a Series 7 and Series 66. Patrick focuses on offering investment advisory services to individuals and businesses, including financial planning and portfolio management.
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
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2
FL
12/04/2024 - Present
J.p. Morgan Securities LLC (Miami FL)
BOTH
Issued 01/25/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2024
Series 7TO - General Securities Representative Examination
BC
Issued 07/19/2023
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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