Unclaimed
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.
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
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)
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
Active
Inactive
F
FINRA
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