Unclaimed
Patrick McDonald is a financial professional with over 20 years of experience in the industry. He is currently registered with BCP Securities, Inc. and has a Series 7, Series 63 and SIE license. Patrick has previously worked for ING Financial Markets LLC, ABN AMRO Incorporated, Credit Suisse First Boston LLC, Donaldson, Lufkin & Jenrette Securities Corporation and J.P. Morgan Securities Inc. Patrick specializes in helping clients meet their financial goals.
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.
1
2
CT
12/20/2016 - Present
BCP Securities, Inc. (GREENWICH CT)
NY
07/25/2007 - 12/23/2011
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
07/16/2007 - 07/16/2007
ING FINANCIAL MARKETS LLC (NEW YORK NY)
NY
03/26/2007 - 05/25/2007
ABN AMRO INCORPORATED (NEW YORK NY)
NY
02/28/2001 - 11/01/2005
CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)
NJ
08/21/2000 - 03/02/2001
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
01/18/1995 - 08/23/2000
J.P. MORGAN SECURITIES INC. (NEW YORK NY)
BC
Issued 01/09/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/20/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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