Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Dolle is an investment advisor representative at J.P. Morgan Securities LLC with over 20 years of experience in the financial services industry. Patrick has a diverse background, having worked previously at Fifth Third Securities, Inc. and PNC Bank. Patrick is licensed to provide investment advisory services in Ohio and Texas.
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.
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.
A percentage of the total value of assets under management is charged.
Fee computed based on cents-per-share-deposited-into-the-account
1
2
OH
11/17/2022 - Present
J.p. Morgan Securities LLC (Cincinnati OH)
OH
03/27/1999 - 03/07/2008
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
OH
09/18/1997 - 03/27/1999
FIFTH THIRD SECURITIES, INC. (CINCINNATI OH)
IA
Issued 03/29/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/29/2020
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 03/27/2007
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 02/27/2020
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 02/12/2007
Series 24 - General Securities Principal Examination
BC
Issued 12/27/2019
Series 7TO - General Securities Representative Examination
BC
Issued 12/06/2019
SIE - Securities Industry Essentials Examination
BC
Issued 09/17/1997
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX Emerald, LLC
M
MIAX PEARL, LLC
M
Miami International Securities Exchange, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq MRX, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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