Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Connolly is a financial advisor with Steward Partners Investment Advisory, LLC. Patrick has been in the industry since August 22, 2012. Patrick has Series 7, Series 66 and SIE licenses and is registered in 28 states. Patrick has previously worked at J.P. Morgan Securities LLC, Voya Investments Distributor, LLC, FIG Partners, LLC, and Davis, Mendel & Regenstain, Inc. Patrick is a licensed agent and an investment advisor representative with Steward Partners Investment Advisory, 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Financial consulting
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.
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2
NY
02/29/2024 - Present
Steward Partners Investment Advisory, LLC (NEW YORK NY)
GA
09/09/2021 - 03/02/2024
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
04/23/2019 - 08/25/2021
VOYA INVESTMENTS DISTRIBUTOR, LLC (Atlanta GA)
GA
01/07/2016 - 08/02/2018
J.P. MORGAN SECURITIES LLC (ATLANTA GA)
GA
07/22/2014 - 12/23/2015
FIG PARTNERS, LLC (ATLANTA GA)
GA
01/20/2012 - 05/04/2012
DAVIS, MENDEL & REGENSTEIN, INC. (ATLANTA GA)
TN
07/21/2009 - 12/21/2011
LPL FINANCIAL LLC (KNOXVILLE TN)
BOTH
Issued 05/06/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 08/02/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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