Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Devaney Lewis is a financial advisor based in Nashville, TN. Patrick has been in the industry since March 2008. Currently, Patrick is registered with Performance Trust Capital Partners, LLC and has been with the firm since May 2017. Previously Patrick was registered with KGS-ALPHA CAPITAL MARKETS, L.P., Sinclair & Company, LLC, and Sanford C. Bernstein & Co., LLC. Patrick is registered with the Financial Industry Regulatory Authority (FINRA) and has passed the Series 63, Series 7 and Series 65 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.
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2
TN
05/01/2017 - Present
Performance Trust Capital Partners, LLC (Nashville TN)
NY
04/03/2012 - 04/09/2017
KGS-ALPHA CAPITAL MARKETS, L.P. (NEW YORK NY)
CT
04/23/2010 - 03/27/2012
SINCLAIR & COMPANY, LLC (DARIEN CT)
NY
12/19/2007 - 02/23/2010
SANFORD C. BERNSTEIN & CO., LLC (NEW YORK NY)
IA
Issued 01/27/2011
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/12/2008
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2007
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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