Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Morrison is a financial advisor at LPL Financial LLC. Patrick has been in the financial services industry since 2004. Patrick is licensed to conduct securities business in 12 states and is registered as an investment advisor in Illinois and Texas. Patrick is a Series 7, Series 24, Series 31 and Series 66 licensed professional and holds the SIE designation. Patrick has previous experience with Wachovia Securities, LLC and A. G. Edwards & Sons, Inc. Patrick is affiliated with LPL Financial LLC since 2009.
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.
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.
Consulting and other non-discretionary advisory services
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.
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2
IL
08/10/2010 - Present
LPL Financial LLC (CLARENDON HILLS IL)
IL
01/01/2008 - 03/25/2009
WACHOVIA SECURITIES, LLC (OAKBROOK IL)
IL
09/09/2004 - 01/03/2008
A. G. EDWARDS & SONS, INC. (OAKBROOK TERRACE IL)
BOTH
Issued 09/22/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/16/2010
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 09/08/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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