Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ward is a securities professional with over 20 years of experience in the financial services industry. Patrick currently holds the Series 7, Series 24, Series 52TO, and SIE licenses and is registered with Nylife Securities LLC. Patrick has previously held positions at CREDIT SUISSE SECURITIES (USA) LLC, HARRIS INVESTOR SERVICES, INC., and HARRISDIRECT LLC.
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.
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.
1
2
NY
08/10/2015 - Present
Nylife Securities LLC (NEW YORK NY)
NY
07/03/2006 - 03/14/2014
CREDIT SUISSE SECURITIES (USA) LLC (NEW YORK NY)
IL
02/27/2006 - 06/27/2006
HARRIS INVESTOR SERVICES, INC. (CHICAGO IL)
NJ
07/07/2000 - 12/31/2005
HARRISDIRECT LLC (JERSEY CITY NJ)
BC
Issued 09/12/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 02/20/2003
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/06/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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