Patrick Johnson, financial advisor Shaker Heights OH
83 score

Patrick Johnson

CRD Number: 868853
Current Firm: Mbsc Securities Corporation

Patrick Johnson (CRD# 868853) is an Investment Advisor Representative working at Mbsc Securities Corporation in Shaker Heights, OH and has over 36 years of experience in the finance industry.

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Company Name Location Dates Years
Mbsc Securities Corporation New York, NY Jul 2007 - Current 9
Dreyfus Service Corporation Bloomfield, MI Jun 1997 - Jul 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1980
S65 NASAA Investment Advisors Law Examination Dec 1992
S66 NASAA Uniform Combined State Law Examination Sep 2008
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Patrick W. Johnson
Phone Number: 212-922-7145
Firm Website: http://www.dreyfus.com
Registered State(s):
  • WI
By the Numbers
  • Total Assets Under Management
    1,354
    MILLIONS
  • Total Number of Accounts
    4,600
    ACCOUNTS
  • Average Account Value
    $294,400
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
83

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