Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Egan is a financial advisor who has been in the industry since December 17, 1992. Patrick is currently registered with Morgan Stanley Distribution, Inc. in New York. Patrick holds Series 7, 3, 63, 24, 79TO, 99TO, and SIE licenses. Patrick has experience with Morgan Stanley, Morgan Stanley & Co. Incorporated, and Morgan Stanley DW Inc.
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
10/02/2014 - Present
Morgan Stanley Distribution, Inc. (New York NY)
NY
06/01/2009 - 10/06/2014
MORGAN STANLEY (PURCHASE NY)
NY
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (PURCHASE NY)
NY
12/18/1992 - 04/02/2007
MORGAN STANLEY DW INC. (PURCHASE NY)
BC
Issued 02/08/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/27/2019
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 01/02/2023
Series 99TO - Operations Professional Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/06/1997
Series 3 - National Commodity Futures Examination
BC
Issued 12/14/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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