Unclaimed
Patrick Anthony Creegan is an investment advisor representative at Blackrock Investment Management, LLC. Patrick has been in the industry since August 17, 2011. Patrick has a Series 66, Series 7 and SIE licenses and is registered to provide investment advice in 53 states and the District of Columbia. Patrick is also a registered representative of the firm in Florida and New Jersey. Patrick has experience in portfolio management for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
FL
08/21/2012 - Present
Blackrock Investment Management, LLC (MIAMI FL)
NY
08/18/2011 - 08/23/2012
MERCER ALLIED COMPANY, L.P. (LATHAM NY)
BOTH
Issued 10/03/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/17/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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