Patty ParkCRD Number: 5911424
Current Firm: Morgan Stanley
Patty Park (CRD# 5911424) is an Investment Advisor Representative working at Morgan Stanley in La Jolla, CA and has over 6 years of experience in the finance industry.
Park Avenue Securities LLC
Nautilus Advisors LLC
O'reilly Wealth Advisors
|Morgan Stanley Private Bank, N.a.||La Jolla, CA||May 2016 - Current||1|
|Morgan Stanley Smith Barney LLC||La Jolla, CA||May 2016 - Current||1|
|Morgan Stanley Smith Barney LLC||Los Angeles, CA||May 2014 - May 2016||2|
|Morgan Stanley Private Bank, N.a.||Los Angeles, CA||May 2014 - May 2016||2|
|J.p. Morgan Securities LLC||Arcadia, CA||Oct 2012 - May 2014||1|
|Jpmorgan Chase Bank Na||Arcadia, CA||Apr 2011 - May 2014||3|
|Chase Investment Services Corp||Arcadia, CA||Apr 2011 - Oct 2012||1|
|Chase Bank||Arcadia, CA||Jul 2010 - Apr 2011||< 1|
|The Meo Group||Pasadena, CA||Jul 2009 - Jun 2010||< 1|
|Stanford University||Stanford, CA||Sep 2005 - Jun 2009||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 2011|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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