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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 Willcutts is a financial advisor with Morgan Stanley, a firm that has approximately $10 billion - $50 billion in assets under management. Patrick Willcutts has been in the financial services industry since March 10, 1992. Patrick Willcutts is registered with the state of Connecticut. The advisor also has a firm registration with the state of Texas. Patrick Willcutts specializes in Portfolio Management for Individuals, Portfolio Management for Businesses, Portfolio Management for Investment Companies and Financial Planning.
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
CT
05/05/2020 - Present
Morgan Stanley (West Hartford CT)
MA
06/06/2008 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (SPRINGFIELD MA)
MA
09/26/1997 - 06/20/2008
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
NY
03/11/1992 - 10/02/1997
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
IA
Issued 10/06/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/31/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 03/10/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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