Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Leblanc is a registered representative with J.P. Morgan Institutional Investments Inc. Patrick has been in the industry since 2004 and has experience with a variety of firms, including BlackRock Investments, LLC, Wells Fargo Funds Distributor, LLC, Evergreen Investment Services, Inc., and Columbia Management Distributors, Inc. Patrick is licensed in 53 states and holds Series 7, Series 66, and SIE licenses.
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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2
NY
06/22/2023 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NJ
04/12/2017 - 06/22/2023
BLACKROCK INVESTMENTS, LLC (PRINCETON NJ)
NC
01/04/2010 - 04/03/2017
WELLS FARGO FUNDS DISTRIBUTOR, LLC (CHARLOTTE NC)
NC
11/16/2006 - 01/04/2010
EVERGREEN INVESTMENT SERVICES, INC. (CHARLOTTE NC)
NC
09/08/2004 - 11/20/2006
COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (CHARLOTTE NC)
IA
Issued 12/08/2009
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 10/05/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/07/2004
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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