Unclaimed
Patrick Hennelly is a financial advisor with J.p. Morgan Institutional Investments Inc. located in Chicago, IL. Patrick has been in the industry since 2022 and is registered with FINRA and 27 states. Patrick holds Series 63, Series 7TO and SIE licenses. Patrick was previously with JPMORGAN DISTRIBUTION SERVICES, INC. in Columbus, OH.
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
07/31/2024 - Present
J.p. Morgan Institutional Investments Inc. (CHICAGO IL)
OH
01/18/2022 - 05/13/2024
JPMORGAN DISTRIBUTION SERVICES, INC. (COLUMBUS OH)
BC
Issued 02/05/2022
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/24/2022
Series 7TO - General Securities Representative Examination
BC
Issued 01/18/2022
Series 6TO - Investment Company Products/Variable Contracts Representative Examination
BC
Issued 12/22/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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