Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dennis Doyle is a financial advisor with over 40 years of experience in the industry. Patrick is registered with Wells Fargo Clearing Services, LLC and has been with the firm since November 2016. Prior to that, Patrick was with Chase Investment Services Corp. Patrick specializes in providing financial advice to high net worth individuals, corporations, and pension and profit-sharing plans.
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.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services to institutional clients
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
NY
07/08/2024 - Present
Wells Fargo Clearing Services, LLC (WOODBURY NY)
IL
10/19/1994 - 03/25/2002
CHASE INVESTMENT SERVICES CORP. (CHICAGO IL)
NA
09/19/1994 - 10/11/1994
CHASE MANHATTAN INVESTMENT SERVICES, INC.
NY
07/31/1993 - 09/28/1994
SMITH BARNEY INC. (NEW YORK NY)
NY
06/03/1983 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/02/1982 - 06/03/1983
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IA
Issued 03/27/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/30/1982
Series 5 - Interest Rate Options Examination
BC
Issued 02/20/1982
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe Exchange, Inc.
F
FINRA
N
NYSE American LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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