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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 Morrissey is a registered Investment Advisor Representative. Patrick is currently employed by Great Lakes Advisors, LLC, and has been working with this firm since January 2009. Prior to that, Patrick was employed by Wayne Hummer Asset Management. Patrick is registered in Illinois and has been in the industry since April 1984. Patrick's specialties include financial planning, selection of other advisers, and portfolio management for individuals, businesses, investment companies and pooled investment vehicles. Patrick has passed Series 6, 7, and 65 exams.
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.
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.
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.
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.
Fulcrum fee; asset-based fee contingent on performance
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2
IL
01/22/2009 - Present
Great Lakes Advisors, LLC (CHICAGO IL)
NA
11/19/1989 - 12/11/1990
ROYAL ALLIANCE ASSOCIATES, INC.
NA
08/15/1985 - 11/19/1989
INTEGRATED RESOURCES EQUITY CORPORATION
NA
04/23/1984 - 05/02/1985
FIRST INVESTORS CORPORATION
IA
Issued 04/19/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 10/19/1985
Series 7 - General Securities Representative Examination
BC
Issued 04/17/1984
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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