Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Laterza is a financial advisor with over 15 years of experience in the industry. Patrick currently works for Morgan Stanley and has previously worked at Citigroup Global Markets Inc. and HSBC Securities (USA) Inc. Patrick holds multiple licenses and certifications, including Series 6, 7, 63, and 65. Patrick is registered to provide investment advice in multiple states including New Jersey and New York. Patrick specializes in portfolio management, financial planning, and pension consulting.
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
10/08/2021 - Present
Morgan Stanley (New York NY)
NY
01/30/2012 - 10/11/2021
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
01/29/2010 - 09/09/2011
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
05/15/2007 - 12/17/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
04/24/2006 - 05/21/2007
CITICORP INVESTMENT SERVICES (NEW YORK NY)
IA
Issued 06/20/2007
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/28/2006
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/05/2007
Series 7 - General Securities Representative Examination
BC
Issued 04/21/2006
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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