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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 Lonergan is a financial advisor with over 23 years of experience in the industry. Patrick is a registered representative of Morgan Stanley and holds Series 3, 4, 7, 9, 10, 24, 52, 53, 55, 57, and 63 licenses. Patrick is a general securities principal with a strong background in municipal securities, options, and equities. Patrick has been a registered representative of E*TRADE Securities LLC from 1999 to 2023. Patrick is located in the Alpharetta, Georgia office of Morgan Stanley.
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
GA
01/17/2023 - Present
Morgan Stanley (Alpharetta GA)
GA
11/05/1999 - 09/05/2023
E*TRADE SECURITIES LLC (ALPHARETTA GA)
BC
Issued 11/15/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/05/2024
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 08/05/2024
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 07/31/2024
Series 53 - Municipal Securities Principal Examination
BC
Issued 04/25/2001
Series 4 - Registered Options Principal Examination
BC
Issued 01/29/2001
Series 24 - General Securities Principal Examination
BC
Issued 02/22/2024
Series 52TO - Municipal Securities Representative Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/16/2003
Series 3 - National Commodity Futures Examination
BC
Issued 11/04/1999
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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