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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Lebeau is a financial advisor with Morgan Stanley. Patrick has over 30 years of experience in the financial services industry and is a Certified Financial Planner™. Patrick has a broad range of experience working with a variety of clients including individuals, families, businesses, and institutions. Patrick focuses on providing personalized financial advice and investment management services to help clients achieve their financial goals. Patrick is committed to building long-term relationships with clients and providing them with the guidance and support they need to make informed financial decisions.
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
RI
02/09/2022 - Present
Morgan Stanley (Providence RI)
RI
10/23/2009 - 02/08/2022
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PROVIDENCE RI)
RI
11/02/2006 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (PROVIDENCE RI)
RI
01/23/1997 - 10/19/2006
CCO INVESTMENT SERVICES CORP. (BARRINGTON RI)
RI
11/05/1996 - 02/27/1998
FISCO EQUITY, INC. (LINCOLN RI)
NY
04/26/1995 - 09/23/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
RI
06/23/1993 - 04/28/1995
FISCO EQUITY, INC. (LINCOLN RI)
NJ
05/26/1992 - 06/17/1993
PRUCO SECURITIES CORPORATION (NEWARK NJ)
IA
Issued 08/06/2003
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 05/22/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/11/2001
Series 53 - Municipal Securities Principal Examination
BC
Issued 12/23/1994
Series 24 - General Securities Principal Examination
BC
Issued 01/02/2023
Series 52TO - Municipal Securities Representative Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/14/1995
Series 3 - National Commodity Futures Examination
BC
Issued 10/26/1994
Series 7 - General Securities Representative Examination
BC
Issued 05/22/1992
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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