Unclaimed
Patrick Cooney is a financial professional with over 3 years of experience in the industry. Patrick is currently registered with BDT & MSD Partners, LLC and has previously been registered with Rothschild & Co US Inc. Patrick has a strong background in investment banking and holds the Series 79TO and SIE exams.
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.
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.
1
2
IL
08/13/2024 - Present
BDT & MSD Partners, LLC (CHICAGO IL)
IL
08/09/2021 - 06/17/2024
ROTHSCHILD & CO US INC. (Chicago IL)
BC
Issued 08/07/2021
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 07/16/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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