Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Wiethorn is a financial advisor with over 20 years of experience in the financial services industry. Patrick is currently registered with Morgan Stanley in Upper St. Clair, Pennsylvania. Patrick has held previous roles with Merrill Lynch, Pierce, Fenner & Smith Incorporated, PNC Investments, and Federated Securities Corp.
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
PA
09/15/2023 - Present
Morgan Stanley (Upper St. Clair PA)
PA
01/26/2017 - 11/02/2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SEWICKLEY PA)
PA
06/29/2012 - 01/23/2017
PNC INVESTMENTS (PITTSBURGH PA)
PA
11/09/1993 - 12/18/2006
FEDERATED SECURITIES CORP. (PITTSBURGH PA)
BOTH
Issued 12/29/2012
Series 66 - Uniform Combined State Law Examination
IA
Issued 03/23/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/28/2012
Series 7 - General Securities Representative Examination
BC
Issued 06/05/1995
Series 2 - Non-Member General Securities Examination
BC
Issued 10/28/1993
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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