Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Morrissey is a financial professional with over a decade of experience in the securities industry. Patrick Morrissey is currently registered with Mischler Financial Group, Inc. in Massachusetts. Patrick Morrissey has been a registered representative since 2009 and holds the Series 7, Series 55, Series 63, Series 57TO and SIE licenses. Patrick Morrissey has prior experience at Cabrera Capital Markets, LLC, Jonestrading, The Vertical Group, Saratoga Capital Markets, and NavPoint, 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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2
MA
11/09/2015 - Present
Mischler Financial Group, Inc. (Boston MA)
MA
07/28/2014 - 11/11/2015
CABRERA CAPITAL MARKETS, LLC (BOSTON MA)
MA
08/29/2013 - 07/18/2014
JONESTRADING (BOSTON MA)
MA
01/08/2013 - 08/29/2013
THE VERTICAL GROUP (BOSTON MA)
MA
07/12/2011 - 01/03/2013
SARATOGA CAPITAL MARKETS (BOSTON MA)
MA
07/23/2009 - 07/19/2011
NAVPOINT, LLC (BOSTON MA)
BC
Issued 07/30/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/11/2009
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 07/22/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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