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Patrick Hayn

Summit Trail Securities, LLC

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About Patrick Hayn

Patrick Hayn is a registered representative with Summit Trail Securities, LLC in Chicago, Illinois. Patrick has been in the securities industry since 2013 and holds the Series 7, Series 63, and SIE licenses. Patrick previously worked at Purshe Kaplan Sterling Investments and UBS Financial Services Inc.

Firm Information

Patrick Hayn is currently registered with Summit Trail Securities, LLC. Summit Trail Securities, LLC is a Limited Liability Company formed in September 2016. The firm is registered with the SEC and in 39 states.

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

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.

Fee Structure

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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Patrick Hayn’s Registration & Firm History

IL

08/14/2018 - Present

Summit Trail Securities, LLC (Chicago IL)

IL

03/01/2016 - 08/16/2016

PURSHE KAPLAN STERLING INVESTMENTS (Chicago IL)

IL

08/29/2013 - 12/16/2015

UBS FINANCIAL SERVICES INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 11/12/2018

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/29/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Hayn.
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