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 Ehret is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with Janney Montgomery Scott LLC and has previously held positions with Wachovia Securities, LLC, UBS Financial Services Inc., Smith Barney, Harris Upham & Co., Incorporated and E. F. Hutton & Company Inc. Patrick provides financial planning, pension consulting, portfolio management for individuals and businesses, and educational seminars. Patrick is registered to provide investment advice in Arizona, California, Colorado, Delaware, Florida, Georgia, Louisiana, Maine, Maryland, Michigan, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Utah, Vermont, and Virginia.
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.
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.
Fee plus commission
1
2
PA
03/30/2009 - Present
Janney Montgomery Scott LLC (PHILADELPHIA PA)
PA
03/02/2006 - 04/01/2009
WACHOVIA SECURITIES, LLC (JENKINTOWN PA)
NJ
05/28/1993 - 03/16/2006
UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)
NY
02/25/1988 - 06/15/1993
SMITH BARNEY, HARRIS UPHAM & CO., INCORPORATED (NEW YORK NY)
NA
12/21/1983 - 03/31/1988
E. F. HUTTON & COMPANY INC
IA
Issued 08/31/1994
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/04/1984
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/1994
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/30/1984
Series 3 - National Commodity Futures Examination
BC
Issued 12/17/1983
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
N
New York Stock Exchange
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