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Patrick T Massey

Prudential Annuities Distributors, Inc.

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About Patrick T Massey

Patrick T Massey is a financial professional with over 10 years of experience in the industry. He is currently registered with Prudential Annuities Distributors, Inc., a well-established and reputable firm, and has held previous positions with Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Distribution, Inc., Wells Fargo Funds Distributor, LLC, and Wells Fargo Advisors, LLC. Patrick has a strong foundation in financial services, holding licenses and certifications in various areas including Series 6, 7, 63, and 65. His diverse background and extensive experience provide him with a comprehensive understanding of the financial markets and a strong commitment to serving his clients' needs.

Firm Information

Patrick Massey is currently registered with Prudential Annuities Distributors, Inc.. Prudential Annuities Distributors, Inc. is a corporation formed in September 1987. It is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC. The firm has been the subject of 2 regulatory events and 1 civil event.

Not reported

Assets Under Management

Not reported

Total Clients

554

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Massey’s Registration & Firm History

CT

08/29/2022 - Present

Prudential Annuities Distributors, Inc. (SHELTON CT)

CT

07/01/2016 - 07/25/2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (STAMFORD CT)

NY

07/16/2014 - 04/07/2016

MORGAN STANLEY DISTRIBUTION, INC. (NEW YORK NY)

MA

02/28/2013 - 06/20/2014

WELLS FARGO FUNDS DISTRIBUTOR, LLC (BOSTON MA)

CT

11/07/2011 - 02/26/2013

WELLS FARGO ADVISORS, LLC (MILFORD CT)

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Licenses & Designations

IA

Issued 11/26/2013

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/08/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/09/2013

Series 7 - General Securities Representative Examination

BC

Issued 10/31/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick T Massey.
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