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 over 12 years of experience in the financial services industry. Patrick is currently registered with Steward Partners Investment Advisory, LLC, and has previously been registered with firms such as J.P. Morgan Securities LLC, VOYA INVESTMENTS DISTRIBUTOR, LLC and FIG PARTNERS, LLC. Patrick has a broad range of experience in the financial services industry, including financial planning, portfolio management, and pension consulting. Patrick holds the Series 66, Series 7 and SIE licenses. Patrick also holds a Bachelor of Arts degree from the University of Georgia.
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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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 5/6/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 8/2/2018
SIE - Securities Industry Essentials Examination
BC
Issued 7/20/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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