Unclaimed
Patrick Callahan is a registered representative and investment advisor representative with Park Avenue Securities LLC. Patrick has been in the industry since 2011, and is registered to provide advisory services in 14 states. Patrick holds Series 7, 66 and SIE licenses. Patrick is a board member with the Moon Industrial Development Authority and a member of the Moon Township School Board.
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.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
1
2
PA
04/14/2016 - Present
Park Avenue Securities LLC (PITTSBURGH PA)
BOTH
Issued 08/22/2011
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/21/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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