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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 Langone is a financial advisor currently registered with Morgan Stanley. Patrick has been in the financial industry since June 1998 and has worked with Morgan Stanley since June 2009. Patrick has experience providing financial advice to a range of clients including high-net-worth individuals, corporations, and institutions. Patrick has a broad range of experience, holding registrations for both securities and investment advisory services, and is licensed in numerous states. Patrick's previous experience includes work with Salomon Smith Barney and Tucker Anthony Incorporated.
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
NY
04/02/2020 - Present
Morgan Stanley (New York NY)
RI
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PROVIDENCE RI)
RI
06/10/1999 - 04/02/2007
MORGAN STANLEY DW INC. (PROVIDENCE RI)
NY
01/07/1999 - 07/02/1999
SALOMON SMITH BARNEY INC. (NEW YORK NY)
MA
06/26/1998 - 02/11/1999
TUCKER ANTHONY INCORPORATED (BOSTON MA)
BOTH
Issued 10/26/2004
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/28/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/07/2006
Series 24 - General Securities Principal Examination
BC
Issued 07/21/2004
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/03/2004
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/2005
Series 3 - National Commodity Futures Examination
BC
Issued 07/23/1999
Series 31 - Futures Managed Funds Examination
BC
Issued 06/24/1998
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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