Unclaimed
Patrick Lenihan is a financial professional with over six years of experience in the securities industry. Patrick is currently registered with J.p. Morgan Institutional Investments Inc. and holds licenses for Series 3, SIE, and Series 7 exams. Prior to his current role, Patrick worked with J.P. MORGAN SECURITIES LLC. Patrick is registered in New York, North Carolina, and Texas.
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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2
NY
01/07/2020 - Present
J.p. Morgan Institutional Investments Inc. (New York NY)
NY
04/20/2018 - 01/09/2020
J.P. MORGAN SECURITIES LLC (New York NY)
NY
02/07/2017 - 07/14/2017
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
BC
Issued 07/06/2018
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/03/2023
Series 3 - National Commodity Futures Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/2017
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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