Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick John Hehir is a financial advisor with over 30 years of experience in the industry. Patrick is currently registered with Andrew Garrett Inc. in 14 states and offers a range of advisory services, including financial planning, portfolio management for individuals, and selection of other advisors. Patrick has a broad range of experience having worked for several firms over the years, including Kirlin Securities Inc., Princeton Securities Corporation, First Hanover Securities, Inc. and Thomas James Associates, Inc. Patrick holds the Series 3, 4, 7, 24, 53, and 63 licenses, as well as the SIE and Series 65 exams. Patrick is also a Certified Financial Planner.
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.
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.
1
2
PA
11/13/2009 - Present
Andrew Garrett Inc. (NEWTOWN PA)
NJ
11/16/2005 - 03/01/2007
S.W. BACH & COMPANY (PRINCETON NJ)
NJ
02/22/2001 - 12/05/2005
KIRLIN SECURITIES INC. (PRINCETON NJ)
NY
09/22/1995 - 11/06/2001
PRINCETON SECURITIES CORPORATION (SYOSSET NY)
NY
06/13/2000 - 12/31/2000
KIRLIN SECURITIES INC. (SYOSSET NY)
NY
10/04/1994 - 10/18/1995
FIRST HANOVER SECURITIES, INC. (STATEN ISLAND NY)
NY
08/19/1994 - 11/08/1994
THOMAS JAMES ASSOCIATES, INC. (ROCHESTER NY)
NY
06/20/1989 - 09/15/1994
HIBBARD BROWN & CO., INC. (NEW YORK NY)
NY
08/05/1994 - 08/19/1994
WESTFIELD FINANCIAL CORPORATION (NEW YORK NY)
IA
Issued 12/28/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/13/1989
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/23/2006
Series 53 - Municipal Securities Principal Examination
BC
Issued 09/14/2000
Series 4 - Registered Options Principal Examination
BC
Issued 07/13/1992
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/17/2009
Series 3 - National Commodity Futures Examination
BC
Issued 06/17/1989
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
Not sure Patrick Hehir is the right advisor for you? Invested Better is here to help.
