Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Weir is an active registered investment advisor with a Series 63, Series 79TO, and SIE license. Patrick has been working in the financial services industry for 7 years. Patrick is currently registered with William Blair and has been with the firm since 7/8/2024. Patrick’s main office location is in BOSTON, MA and is registered with the states of Illinois and Massachusetts. Patrick is affiliated with William Blair which is a firm specializing in investment services for high net worth individuals and corporations. William Blair has a total of 49,755 accounts with 42,072 of them discretionary and 7,683 non-discretionary accounts. William Blair’s regulatory assets under management total 49,981,350,919. William Blair provides a variety of investment advisory services such as financial planning, portfolio management for individuals and businesses, portfolio management for pooled investment vehicles, and selection of other advisors.
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.
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.
Equity research 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.
A percentage of the total value of assets under management is charged.
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MA
07/08/2024 - Present
William Blair (BOSTON MA)
BC
Issued 04/19/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/08/2024
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 03/26/2024
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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