Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Seamus Hutchinson is a financial advisor with over nine years of experience in the financial industry. Patrick is currently registered with Morgan Stanley in Baltimore, MD, and has a Series 7, Series 66, and SIE license. Patrick has been a Certified Financial Planner since 2014 and has experience in portfolio management for individuals, businesses, and investment companies. Prior to joining Morgan Stanley, Patrick worked at Commonwealth Financial Network in Waltham, MA and Cambridge Investment Research, Inc. in Fairfield, IA. Patrick holds registrations in 46 states and the District of Columbia, and has a proven track record of helping clients achieve 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.
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
MD
12/09/2022 - Present
Morgan Stanley (Baltimore MD)
MD
03/15/2017 - 12/09/2022
COMMONWEALTH FINANCIAL NETWORK (Annapolis MD)
MD
05/17/2014 - 03/17/2017
CAMBRIDGE INVESTMENT RESEARCH, INC. (ANNAPOLIS MD)
BOTH
Issued 08/06/2014
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/16/2014
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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