Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Murray is a financial advisor with over 30 years of experience in the financial services industry. Patrick has been registered with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1991, and has previously held positions with Lehman Brothers Inc., UTENDAHL CAPITAL PARTNERS, L.P., and J.P. MORGAN SECURITIES LLC. Patrick is a Certified Financial Planner and has a deep understanding of the financial markets. Patrick specializes in providing investment advice to individuals, corporations, and institutions. Patrick is committed to providing his clients with personalized financial advice and helping them reach their financial goals.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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
NY
07/05/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
NY
10/01/2008 - 11/06/2023
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
08/23/2005 - 10/01/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
09/01/1997 - 08/29/2005
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
08/14/1992 - 08/22/1997
UTENDAHL CAPITAL PARTNERS, L.P. (NEW YORK NY)
NY
08/30/1991 - 08/07/1992
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 05/23/2024
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 05/22/2006
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/21/1989
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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