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. O'Rourke has over 27 years of experience in the financial services industry. Patrick is currently registered with J.p. Morgan Securities LLC. Prior to this, Patrick was registered with J.P. MORGAN SECURITIES LLC, J.P. MORGAN CLEARING CORP., J.P.MORGAN SECURITIES INC., MORGAN STANLEY & CO., INCORPORATED, and MORGAN STANLEY MARKET PRODUCTS INC. Patrick has a broad range of experience in the financial services industry and is well-equipped to help clients achieve their financial goals.
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
NY
11/02/2022 - Present
J.p. Morgan Securities LLC (New York NY)
NY
10/01/2016 - 11/10/2020
J.P. MORGAN SECURITIES LLC (BROOKLYN NY)
NY
06/01/2004 - 10/01/2016
J.P. MORGAN CLEARING CORP. (BROOKLYN NY)
NY
12/23/1996 - 12/31/2008
J.P.MORGAN SECURITIES INC. (BROOKLYN NY)
NY
05/21/1993 - 10/30/1996
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
05/21/1993 - 05/09/1995
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
BC
Issued 10/25/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 72 - Government Securities Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/19/1993
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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