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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Louis Laino is a financial advisor with over 25 years of experience in the industry. Patrick is currently registered with Morgan Stanley and previously worked with a number of other financial institutions, including HSBC Securities (USA) Inc., TD Waterhouse Investor Services, Inc., and Stratton Oakmont Inc. Patrick specializes in portfolio management for individuals, businesses, and investment companies. Patrick is also a Registered Options Principal and has a strong understanding of the options market. Patrick is committed to providing his clients with personalized financial advice and guidance to help them achieve their financial goals.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
03/12/2012 - Present
Morgan Stanley (PURCHASE NY)
NY
07/23/2014 - 08/04/2017
MORGAN STANLEY & CO. LLC (NEW YORK NY)
NY
06/01/2007 - 03/24/2011
GFI SECURITIES LLC (NEW YORK NY)
NY
01/01/2005 - 03/28/2007
HSBC SECURITIES (USA) INC. (NEW YORK CITY NY)
NY
11/03/2000 - 01/01/2005
HSBC BROKERAGE (USA) INC. (NEW YORK NY)
NE
11/18/1997 - 10/23/2000
TD WATERHOUSE INVESTOR SERVICES, INC. (OMAHA NE)
NY
12/16/1996 - 07/08/1997
H.J. MEYERS & CO., INC. (ROCHESTER NY)
NY
04/02/1996 - 12/18/1996
STRATTON OAKMONT INC. (LAKE SUCCESS NY)
NY
10/23/1995 - 04/02/1996
GAINES, BERLAND INC. (BETHPAGE NY)
BC
Issued 10/27/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/27/2000
Series 24 - General Securities Principal Examination
BC
Issued 10/10/2000
Series 4 - Registered Options Principal Examination
BC
Issued 10/11/1999
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 08/03/1999
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/07/2004
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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