Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Foley is a registered investment advisor representative with Amundi Asset Management US, Inc. He has been in the financial services industry since July 12, 2004, and has a proven track record of success in providing investment advice and portfolio management services. Patrick has a wide range of experience in working with individual and institutional clients. Patrick holds the Series 7, Series 63, and Series 65 licenses, as well as the Securities Industry Essentials (SIE) exam. He is registered with the Financial Industry Regulatory Authority (FINRA) and the state of Massachusetts.
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.
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
MA
06/04/2024 - Present
Amundi Asset Management US, Inc. (BOSTON MA)
DE
11/04/2019 - 05/10/2024
ALLSPRING FUNDS DISTRIBUTOR, LLC (WILMINGTON DE)
PA
01/27/2012 - 03/22/2019
DELAWARE DISTRIBUTORS, L.P. (PHILADELPHIA PA)
NY
12/08/2010 - 05/10/2011
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
06/01/2009 - 07/08/2010
MORGAN STANLEY SMITH BARNEY (PURCHASE NY)
NY
01/03/2007 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
03/08/2002 - 06/08/2006
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
IA
Issued 07/20/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/25/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/07/2002
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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