Unclaimed
Patrick McNeely is a financial professional with over 9 years of experience in the securities industry. Patrick is currently registered with BNP Paribas Securities Corp. and is licensed in New York. Patrick has held previous roles with BOFA SECURITIES, INC. and MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED. Patrick has a Series 63, Series 24, SIE and Series 79 license.
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
NY
11/01/2022 - Present
BNP Paribas Securities Corp. (NEW YORK NY)
NY
05/10/2019 - 11/01/2022
BOFA SECURITIES, INC. (NEW YORK NY)
NY
07/23/2013 - 05/10/2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BC
Issued 07/25/2013
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 07/01/2021
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/22/2013
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
F
FINRA
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