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 Weber is a financial advisor registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. Patrick has been in the industry since May 27, 2015 and has experience with a number of firms including TD Ameritrade, Inc., Charles Schwab & Co., Inc., and Morgan Keegan & Company, Inc.. Patrick specializes in providing portfolio management services for individuals and businesses as well as pension consulting.
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
FL
10/17/2022 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (PALM BEACH FL)
FL
01/25/2022 - 10/24/2022
CHARLES SCHWAB & CO., INC. (West Palm Beach FL)
FL
06/13/2017 - 10/24/2022
TD AMERITRADE, INC. (WEST PALM BEACH FL)
NE
05/20/2014 - 07/13/2015
TD AMERITRADE, INC. (OMAHA NE)
CA
10/18/2000 - 05/31/2001
HUNTER WISE SECURITIES, LLC (IRVINE CA)
TN
12/02/1998 - 03/12/1999
MORGAN KEEGAN & COMPANY, INC. (MEMPHIS TN)
BOTH
Issued 06/12/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/16/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/2014
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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