Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dolan is a financial professional with over 6 years of experience in the industry. Patrick is currently registered with TD Securities (usa) LLC. Prior to this role, Patrick Dolan was a registered representative at KIMBERLITE ADVISORS, LLC in New York, NY. Patrick Dolan holds the Series 63, Series 79 and SIE licenses. Patrick Dolan is registered in Massachusetts and New York.
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
MA
02/20/2020 - Present
TD Securities (usa) LLC (Boston MA)
NY
12/15/2016 - 02/18/2020
KIMBERLITE ADVISORS, LLC (NEW YORK NY)
BC
Issued 07/27/2016
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/15/2016
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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