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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 Porter is a financial advisor who has been in the industry since 2007. He is currently registered with Morgan Stanley and holds licenses in several states, including DC, FL and TX. Patrick has previously worked with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Fidelity Brokerage Services LLC and Charles Schwab & Co., Inc. He has a wide range of experience in the financial industry, including investments, financial planning, and portfolio management. He is also a registered Investment Advisor.
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.
Strategic management for diversified investment portfolios.
Asset allocation advice
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.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
FL
02/19/2020 - Present
Morgan Stanley (Sarasota FL)
NY
08/30/2012 - 09/30/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
FL
09/27/2010 - 08/01/2012
FIDELITY BROKERAGE SERVICES LLC (JACKSONVILLE FL)
FL
02/20/2008 - 07/22/2010
CHARLES SCHWAB & CO., INC. (ORLANDO FL)
AZ
02/08/2007 - 11/07/2007
CHASE INVESTMENT SERVICES CORP. (GILBERT AZ)
IA
Issued 12/12/2013
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/06/2009
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 01/26/2009
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2018
Series 3 - National Commodity Futures Examination
BC
Issued 08/13/2008
Series 7 - General Securities Representative Examination
BC
Issued 02/07/2007
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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