Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Ahern is a financial advisor with Janney Montgomery Scott LLC. Patrick has been in the industry since 1997 and has worked with various firms, including FIG PARTNERS, LLC, Guggenheim Securities, LLC, Wells Fargo Securities, LLC, Stifel, Nicolaus & Company, Incorporated, Keefe, Bruyette & Woods, Inc., Sandler, O'Neill & Partners, L.P., and Fifth Third Securities, Inc. Patrick provides financial planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and charitable organizations.
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.
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.
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.
Fee plus commission
1
2
OH
06/03/2019 - Present
Janney Montgomery Scott LLC (Independence OH)
IL
03/24/2015 - 07/31/2019
FIG PARTNERS, LLC (CHICAGO IL)
IL
07/14/2014 - 01/12/2015
GUGGENHEIM SECURITIES, LLC (CHICAGO IL)
IL
06/29/2013 - 07/22/2014
WELLS FARGO SECURITIES, LLC (CHICAGO IL)
OH
02/15/2013 - 06/13/2013
STIFEL, NICOLAUS & COMPANY, INCORPORATED (CLEVELAND OH)
IL
05/02/2012 - 02/26/2013
KEEFE, BRUYETTE & WOODS, INC. (CHICAGO IL)
IL
08/02/2010 - 05/02/2012
SANDLER, O'NEILL & PARTNERS, L.P. (CHICAGO IL)
OH
10/01/1998 - 04/16/2010
FIFTH THIRD SECURITIES, INC. (CLEVELAND OH)
OH
02/14/1996 - 11/03/1997
KEY CAPITAL MARKETS, INC. (CLEVELAND OH)
BC
Issued 04/09/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/22/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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