Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick William MacKey is an active financial advisor with over 30 years of experience in the industry. Currently, Patrick is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. where Patrick is associated with the firm's Bradenton, FL branch office. Patrick has also held previous positions with MORGAN STANLEY SMITH BARNEY, MORGAN STANLEY & CO. INCORPORATED, MORGAN STANLEY DW INC., CITIGROUP GLOBAL MARKETS INC. and LEHMAN BROTHERS INC. Patrick holds licenses to provide investment advisory services in 3 states, and is licensed to sell securities in 37 states.
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.
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.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
1
2
FL
09/26/2014 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BRADENTON FL)
FL
06/01/2009 - 11/23/2009
MORGAN STANLEY SMITH BARNEY (BRADENTON FL)
FL
04/02/2007 - 06/01/2009
MORGAN STANLEY & CO. INCORPORATED (BRADENTON FL)
FL
09/17/2004 - 04/02/2007
MORGAN STANLEY DW INC. (BRADENTON FL)
NY
07/31/1993 - 10/04/2004
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/06/1991 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
IA
Issued 04/29/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/18/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/09/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 12/04/1991
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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