Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Murphy is a registered representative with Wells Fargo Clearing Services, LLC. Patrick has been in the securities industry since April 16, 2016. Patrick is registered with FINRA and holds Series 7, Series 57 and Series 66 licenses. Patrick is also registered as an investment advisor representative in Indiana, Missouri and Texas. Prior to joining Wells Fargo, Patrick worked at Scottrade, Inc. and Securian Financial Services, Inc. Patrick has experience in providing financial planning services, pension consulting and investment consulting services to institutional clients.
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.
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.
Investment consulting services to institutional clients
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
MO
02/09/2018 - Present
Wells Fargo Clearing Services, LLC (ST. LOUIS MO)
MO
10/07/2016 - 01/17/2018
SCOTTRADE, INC. (ST LOUIS MO)
MO
02/18/2016 - 08/30/2016
SECURIAN FINANCIAL SERVICES, INC. (ST. LOUIS MO)
BOTH
Issued 03/04/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 12/01/2018
Series 57 - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2016
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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