Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick J. Morrell is a financial advisor who has been in the industry for over 15 years. Patrick is currently registered with Global Retirement Partners LLC and has held previous registrations with LPL FINANCIAL LLC, J.P. MORGAN INSTITUTIONAL INVESTMENTS INC., JPMORGAN DISTRIBUTION SERVICES, INC., and NRP FINANCIAL, INC. Patrick specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and charitable organizations. Patrick has a Series 7, Series 63, and Series 65 license and has completed the Securities Industry Essentials Examination (SIE).
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/17/2017 - Present
Global Retirement Partners LLC (SAN RAFAEL CA)
FL
02/27/2012 - 04/21/2017
LPL FINANCIAL LLC (MIAMI FL)
NY
01/03/2011 - 02/03/2012
J.P. MORGAN INSTITUTIONAL INVESTMENTS INC. (NEW YORK NY)
NY
10/27/2010 - 01/03/2011
JPMORGAN DISTRIBUTION SERVICES, INC. (NEW YORK NY)
CA
02/23/2007 - 09/01/2010
NRP FINANCIAL, INC. (CAPISTRANO BEACH CA)
BC
Issued 02/11/2008
Series 63 - Uniform Securities Agent State Law Examination
IA
Issued 05/18/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/21/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/22/2007
Series 7 - General Securities Representative Examination
Active
Inactive
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