Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Bransford is a financial advisor with over 25 years of experience in the financial services industry. Patrick is currently registered with Wells Fargo Clearing Services, LLC and is also a Certified Financial Planner. Patrick has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated, Morgan Stanley Smith Barney, Citigroup Global Markets Inc., Wachovia Securities, LLC, Prudential Securities Incorporated, UBS Paine Webber Inc., and Pruco Securities Corporation.
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.
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.
Investment consulting services to institutional clients
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.
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2
VA
11/30/2020 - Present
Wells Fargo Clearing Services, LLC (ALEXANDRIA VA)
DC
07/09/2010 - 12/01/2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (WASHINGTON DC)
VA
06/01/2009 - 07/21/2010
MORGAN STANLEY SMITH BARNEY (ALEXANDRIA VA)
VA
10/13/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (ALEXANDRIA VA)
DC
07/01/2003 - 10/18/2006
WACHOVIA SECURITIES, LLC (WASHINGTON DC)
NY
07/11/2001 - 07/01/2003
PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)
NJ
01/29/1999 - 09/28/2001
UBS PAINEWEBBER INC. (WEEHAWKEN NJ)
NJ
10/20/1997 - 12/22/1998
PRUCO SECURITIES CORPORATION (NEWARK NJ)
BOTH
Issued 11/07/1997
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/19/2004
Series 31 - Futures Managed Funds Examination
BC
Issued 04/28/1998
Series 7 - General Securities Representative Examination
BC
Issued 10/15/1997
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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