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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Donnelly is a financial advisor with Raymond James Financial Services Advisors, Inc. located in Springfield, MA. Patrick has over 30 years of experience in the financial services industry, having previously worked at UBS Financial Services Inc. and Merrill Lynch. Patrick Donnelly is a CERTIFIED FINANCIAL PLANNER™ professional and holds Series 7, 9, 10, 31, 63, and 65 licenses. Patrick is also a veteran of the US Army National Guard. Patrick Donnelly provides financial planning, portfolio management, and pension consulting services to individuals, businesses, and institutions.
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.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Hourly & fixed rate consultations
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.
Per participant (erisa)
1
2
MA
11/30/2018 - Present
Raymond James Financial Services Advisors, Inc. (SPRINGFIELD MA)
MA
11/19/2008 - 12/26/2018
UBS FINANCIAL SERVICES INC. (SPRINGFIELD MA)
MA
06/21/1990 - 11/20/2008
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SPRINGFIELD MA)
IA
Issued 04/09/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/22/1990
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/15/2019
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 03/22/2019
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/14/2010
Series 31 - Futures Managed Funds Examination
BC
Issued 06/16/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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