Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Layton is a financial advisor with Moelis & Co. LLC and has been in the financial services industry since January 4, 2018. Patrick has a Series 7TO, Series 63, and Series 79 license and is registered with FINRA and the state of California. Patrick's previous experience was at Morgan Stanley & Co. LLC.
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.
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.
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CA
09/21/2022 - Present
Moelis & Co. LLC (SAN FRANCISCO CA)
CA
01/05/2018 - 10/14/2022
MORGAN STANLEY & CO. LLC (San Francisco CA)
BC
Issued 10/07/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/07/2022
Series 7TO - General Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/05/2018
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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