Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick James Kucinskas is a registered representative with Merrill Lynch, Pierce, Fenner & Smith Inc. Patrick Kucinskas is a registered representative of the firm with active FINRA and state registrations. Patrick Kucinskas has 1 year of experience in the industry. Patrick Kucinskas has passed the following exams: Securities Industry Essentials Examination (SIE), General Securities Representative Examination (Series 7), and Uniform Combined State Law Examination (Series 66). Patrick Kucinskas is registered in the state of Florida for the sale of securities and investment advisory services. Patrick Kucinskas works at the Merrill Lynch, Pierce, Fenner & Smith Inc. office located at 4951 Savarese Cir, Tampa, FL 33634. The firm's main office is located at One Bryant Park, New York, NY 10036. The firm manages approximately $10 billion to $50 billion in assets and has 16,965 clients. The firm offers financial planning, investment advisory, pension consulting, and educational seminars services. Patrick Kucinskas's specializations include: Financial planning and investment advisory.
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
NY
07/11/2018 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
BOTH
Issued 06/23/2018
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/30/2017
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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