Unclaimed
Patrick Burke is a financial advisor with BNY Mellon Securities Corp. Patrick has been in the industry since June 11, 2020. Patrick is registered in nine states: Arizona, California, Colorado, Delaware, Michigan, Nevada, New York, Pennsylvania, and Washington. Patrick has passed Series 7TO, SIE, and Series 66 exams. Patrick's previous employer was Wells Fargo Clearing Services, LLC.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Bnymsc sponsors a wrap fee program, and serves as a portfolio mgr or model provider to third party wrap program sponsors.
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.
A percentage of the total value of assets under management is charged.
1
2
WA
02/25/2022 - Present
BNY Mellon Securities Corp. (Seattle WA)
WA
03/06/2020 - 11/18/2021
WELLS FARGO CLEARING SERVICES, LLC (SEATTLE WA)
BOTH
Issued 08/05/2020
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/06/2020
Series 7TO - General Securities Representative Examination
BC
Issued 11/15/2019
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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