Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lyons Marsh is a financial advisor with Raymond James & Associates, Inc. Patrick has over 24 years of experience in the financial services industry. Patrick is registered with FINRA and holds Series 7, 9, 10, 63, and SIE licenses. Patrick is registered to provide financial advice in 23 states. Prior to joining Raymond James & Associates, Inc., Patrick was employed by DEUTSCHE BANK SECURITIES INC., BEAR, STEARNS & CO. INC., and GREENWICH CAPITAL MARKETS, INC. Patrick has a broad range of experience in providing financial advice to a variety of clients, including high-net-worth individuals, corporations, and retirement plans.
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.
Please see note in schedule d - miscellaneous
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.
1
2
NJ
09/06/2016 - Present
Raymond James & Associates, Inc. (Paramus NJ)
NY
04/06/2005 - 09/06/2016
DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)
NY
06/06/2000 - 04/15/2005
BEAR, STEARNS & CO. INC. (NEW YORK NY)
CT
01/22/1998 - 02/18/2000
GREENWICH CAPITAL MARKETS, INC. (STAMFORD CT)
BC
Issued 03/08/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/23/2007
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/09/2006
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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