Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Kilcoyne is an active advisor with over 30 years of experience in the financial services industry. Patrick is registered with RBC Capital Markets, LLC, and has been with the firm since March 2008. Patrick has also held previous positions at several other firms including Tucker Anthony Incorporated, Lehman Brothers Inc., SG Cowen Securities Corporation and Cowen & Co.. Patrick specializes in providing investment advice to individuals, high net worth individuals, corporations, institutions and retirement plan clients. Patrick holds several licenses including Series 7, Series 63, and Series 65. Patrick is also a Registered Representative in several states including California, Massachusetts, New Hampshire, and New York. Patrick provides financial planning, portfolio management, and pension consulting services. Patrick is a dedicated financial professional with a commitment to providing clients with the highest level of service.
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.
Service public & private employee benefit plans, endowment funds, foundations, family trusts & various capital/operating funds
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.
1
2
MA
01/05/2024 - Present
RBC Capital Markets, LLC (WELLESLEY HILLS MA)
MA
01/02/2002 - 03/09/2002
TUCKER ANTHONY INCORPORATED (BOSTON MA)
NY
10/10/2000 - 01/14/2002
LEHMAN BROTHERS INC. (NEW YORK NY)
NY
07/01/1998 - 10/18/2000
SG COWEN SECURITIES CORPORATION (NEW YORK NY)
NY
12/13/1994 - 07/01/1998
COWEN & CO. (NEW YORK NY)
MD
05/21/1992 - 12/19/1994
LEGG MASON WOOD WALKER, INCORPORATED (BALTIMORE MD)
IA
Issued 12/19/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/20/1992
Series 7 - General Securities Representative Examination
Active
Inactive
B
BOX Exchange LLC
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe C2 Exchange, Inc.
C
Cboe EDGA Exchange, Inc.
C
Cboe EDGX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
L
Long-Term Stock Exchange, Inc.
M
MEMX LLC
M
MIAX PEARL, LLC
N
NYSE American LLC
N
NYSE Arca, Inc.
N
NYSE Chicago, Inc.
N
NYSE National, Inc.
N
Nasdaq BX, Inc.
N
Nasdaq GEMX, LLC
N
Nasdaq ISE, LLC
N
Nasdaq PHLX LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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