Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Holmay is a financial advisor at Park Avenue Securities LLC, an investment firm based in New York. Patrick has over 18 years of experience in the financial industry and has a strong track record of helping clients reach their financial goals. Patrick is a licensed Series 6, Series 63, and Series 65 advisor and holds a SIE certification. Patrick is registered to provide investment advice in 29 states. Patrick has a diverse range of experience working with individuals, families, and businesses, including high net worth individuals, charitable organizations, and pension and profit-sharing plans. Patrick is committed to providing personalized financial advice and guidance to help clients make informed decisions about their financial future.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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2
MN
01/09/2014 - Present
Park Avenue Securities LLC (MINNETONKA MN)
MN
07/20/2004 - 02/27/2008
ING FINANCIAL PARTNERS, INC. (GOLDEN VALLEY MN)
GA
03/29/2004 - 06/25/2004
PFS INVESTMENTS INC. (DULUTH GA)
IA
Issued 04/20/2022
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 04/23/2004
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/26/2004
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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