Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ryan has been in the financial services industry since 1986. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. in Connecticut and Texas. Patrick has a broad range of experience, having previously worked at Keefe, Bruyette & Woods, Inc., J.P. Morgan Securities Inc., and C. J. Lawrence Inc. Patrick holds a variety of licenses, including Series 7, Series 55, Series 57TO, and Series 66. Patrick's registrations are active in Connecticut and Texas. Patrick has also been active in a variety of previous roles, including a position at Bank of America, N.A. Patrick is a specialist in providing financial services to individuals, businesses, corporations, high net worth individuals, and other investment advisors. Patrick is also a specialist in providing pension consulting and educational seminars.
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
CT
09/01/2024 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (STAMFORD CT)
NY
08/04/2008 - 10/26/2022
KEEFE, BRUYETTE & WOODS, INC. (NEW YORK NY)
NY
05/01/2001 - 08/05/2008
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
01/12/1993 - 05/01/2001
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
NY
10/25/1984 - 12/17/1992
C. J. LAWRENCE INC. (NEW YORK NY)
BOTH
Issued 12/04/2023
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/06/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/13/2008
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 10/20/1984
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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