Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Rosborough is a registered representative with J.P. Morgan Securities LLC, a well-known firm in the financial services industry. Patrick is also a licensed Series 63, Series 6TO, and SIE representative, and has been in the industry since December 6th, 2022. Prior to joining J.P. Morgan Securities LLC, Patrick was registered with Northwestern Mutual Investment Services, LLC in Dallas, Texas. Patrick's areas of expertise include providing financial planning services to individuals and businesses. He has a strong understanding of investment strategies and is committed to helping clients achieve their financial goals. Patrick is also committed to providing clients with a personalized and client-centric experience.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
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2
TX
10/23/2023 - Present
J.p. Morgan Securities LLC (DALLAS TX)
TX
07/07/2022 - 05/22/2023
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (DALLAS TX)
BC
Issued 09/17/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/07/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 06/29/2022
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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