Individual Firm
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PATRICK J MORRELL
PATRICK J. MORRELL
CRD#: 5124119
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GLOBAL RETIREMENT PARTNERS LLCCRD#: 172011 75 W Bridge Street, Suite 3
Oswego, NY 13126
Oswego, NY 13126
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8/13/2005
Criminal
Final Disposition
State Registrations
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New York 2/15/2024
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North Carolina 4/17/2017
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Registered with this firm since 4/17/2017
| th hidden text | th hidden text | Name | Location |
|---|---|---|---|
IA | 02/06/2014 - 08/10/2017 | MIAMI, FL | |
B | 02/27/2012 - 04/21/2017 | MIAMI, FL | |
IA | 02/28/2012 - 04/30/2015 | MIAMI, FL | |
B | 01/03/2011 - 02/03/2012 | NEW YORK, NY | |
B | 10/27/2010 - 01/03/2011 | NEW YORK, NY | |
IA | 01/04/2008 - 09/01/2010 | CAPISTRANO BEACH, CA | |
B | 02/23/2007 - 09/01/2010 | CAPISTRANO BEACH, CA | |
IA | 01/17/2007 - 01/02/2008 | CAPISTRANO BEACH, CA | |
IA | 08/08/2006 - 04/02/2007 | SAN DIEGO, CA | |
IA | 09/20/2006 - 01/16/2007 | CAPISTRANO BEACH, CA |
CAPISTRANO BEACH, CA
01/04/2008 - 09/01/2010
SAN DIEGO, CA
08/08/2006 - 04/02/2007
CAPISTRANO BEACH, CA
09/20/2006 - 01/16/2007
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Broker A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
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