Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Concanon Doran is a financial advisor with over 30 years of experience in the industry. Patrick is registered to provide investment advice in both New Jersey and Texas, and is also a registered representative. Patrick has worked with Merrill Lynch, Pierce, Fenner & Smith Inc. since 1990 and is currently located in the Short Hills, New Jersey office. Prior to that, Patrick was employed by D.H. Blair & Co., Inc. in New York. Patrick holds a Series 31, 63, 65, and 7 license as well as the SIE exam. Patrick works with a variety of clients, including individuals, corporations, businesses, high-net-worth individuals, insurance companies, charitable organizations, pension and profit-sharing plans, and state and municipal governments.
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
NJ
09/07/2012 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (SHORT HILLS NJ)
NY
01/23/1990 - 01/08/1991
D. H. BLAIR & CO., INC. (NEW YORK NY)
IA
Issued 03/04/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/01/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/01/2011
Series 31 - Futures Managed Funds Examination
BC
Issued 01/20/1990
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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