Patricia Messner is a registered investment advisor at Morgan Stanley, based in Fort Myers, FL, with 27 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Location
7811 University Pointe Drive, Suite 100, Fort Myers, FL, 33907
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Patricia is an independent writer/creator through Amazon Kindle Direct Publishing since 2021, spending minimal time on it. She also owns Happy Open Spaces, a professional organizing business, dedicating about 10-20% of her time to it.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Oppenheimer & CO. INC.Broker
Prime Charter LTD.Broker
Mutual Service CorporationBroker
Institutional Equity CorporationBroker
Lloyd Wade Securities INC.Broker
American Fronteer Financial CorporationBroker
State Registrations32 states
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