Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Delahunty is a financial advisor who has been active in the industry since 2005. Patrick is currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc. and has been working with the firm since 2015. Previously, Patrick has also been a registered representative with BARCLAYS CAPITAL INC. , J.P. MORGAN SECURITIES LLC , J.P. MORGAN SECURITIES INC. and SANFORD C. BERNSTEIN & CO., LLC. Patrick has passed several examinations including the Uniform Combined State Law Examination, National Commodity Futures Examination, Futures Managed Funds Examination, General Securities Representative Examination, and Securities Industry Essentials Examination. Patrick provides investment advice to a variety of clients including individuals, corporations, charitable organizations, pension and profit sharing plans, insurance companies, and banking or thrift institutions.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
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.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
MA
06/16/2015 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (BOSTON MA)
MA
06/08/2012 - 06/25/2015
BARCLAYS CAPITAL INC. (BOSTON MA)
MA
10/01/2008 - 06/15/2012
J.P. MORGAN SECURITIES LLC (BOSTON MA)
MA
02/29/2008 - 10/01/2008
J.P. MORGAN SECURITIES INC. (BOSTON MA)
MA
01/01/2005 - 02/22/2008
SANFORD C. BERNSTEIN & CO., LLC (BOSTON MA)
BOTH
Issued 01/06/2005
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 08/08/2014
Series 3 - National Commodity Futures Examination
BC
Issued 01/12/2005
Series 31 - Futures Managed Funds Examination
BC
Issued 12/22/2004
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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