Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lee Mortimer is a financial advisor with Vanguard Marketing Corp., located in Malvern, PA. Patrick has been in the financial industry since 2007 and holds a Series 7, Series 63 and SIE licenses. Patrick is registered with the state of Pennsylvania, as well as 52 other states. Previously, Patrick has worked at JANNEY MONTGOMERY SCOTT INC., JALOBE SECURITIES, L.P., PIPELINE LIQUIDITY PRO LLC, and PIPELINE TRADING SYSTEMS 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.
1
2
PA
10/01/2013 - Present
Vanguard Marketing Corp. (MALVERN PA)
PA
07/31/2009 - 11/30/2011
PIPELINE TRADING SYSTEMS LLC (NEW HOPE PA)
PA
05/14/2009 - 01/04/2010
PIPELINE LIQUIDITY PRO LLC (NEW HOPE PA)
PA
05/04/2006 - 04/30/2009
JALOBE SECURITIES, L.P. (PHILADELPHIA PA)
NA
05/22/1986 - 01/27/1987
JANNEY MONTGOMERY SCOTT INC.
BC
Issued 06/27/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/12/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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