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 Kellachan is a financial professional with over 30 years of experience in the financial services industry. Patrick is currently registered with Truist Securities, Inc. and has previously held positions at B. Riley & Co., LLC, Merriman Capital, Inc., WJB Capital Group, Inc., Wall Street Access, Merrill Lynch, Pierce, Fenner & Smith Incorporated, Burlington Capital Markets Inc., Morgan Stanley & Co., Incorporated, Morgan Stanley Market Products Inc., Quick & Reilly, Inc., and Oppenheimer & Co., Inc. Patrick has a broad range of experience in the financial services industry and is committed to providing clients with personalized financial advice.
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.
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.
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NY
07/03/2012 - Present
Truist Securities, Inc. (NEW YORK NY)
NY
10/20/2011 - 06/15/2012
B. RILEY & CO., LLC (NEW YORK NY)
NY
01/07/2009 - 10/12/2011
MERRIMAN CAPITAL, INC. (NEW YORK NY)
NY
11/10/2008 - 12/26/2008
WJB CAPITAL GROUP, INC. (NEW YORK NY)
NY
07/15/2005 - 10/24/2008
WALL STREET ACCESS (NEW YORK NY)
NY
04/01/2004 - 06/29/2005
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
07/24/2002 - 03/09/2004
BURLINGTON CAPITAL MARKETS INC. (NEW YORK NY)
NY
08/30/1993 - 04/23/2002
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
11/23/1993 - 04/21/1997
MORGAN STANLEY MARKET PRODUCTS INC. (NEW YORK NY)
NY
03/19/1993 - 06/22/1993
QUICK & REILLY, INC. (NEW YORK NY)
NY
07/21/1992 - 01/12/1993
OPPENHEIMER & CO., INC. (NEW YORK NY)
IA
Issued 12/06/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/08/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/26/2010
Series 24 - General Securities Principal Examination
BC
Issued 06/28/2007
Series 4 - Registered Options Principal Examination
BC
Issued 01/02/2023
Series 57TO - Securities Trader Exam
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/03/1998
Series 55 - Limited Representative-Equity Trader Exam
BC
Issued 06/30/1992
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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Nasdaq Stock Market
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