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 Michael is a registered representative with Rockefeller Financial LLC. Patrick has a Series 7, Series 63, and Series 7TO licenses. Patrick's previous experience includes positions at EXECUTION ACCESS, LLC and NASDAQ EXECUTION SERVICES, LLC. Patrick also holds a Series 7 registration in Pennsylvania. Patrick has specialized in providing services to clients including individuals other than high-net-worth individuals, corporations or other businesses, high-net-worth individuals, and charitable organizations. Patrick's firm manages more than $50 billion in assets and is based in New York, NY.
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.
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.
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.
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NJ
07/11/2024 - Present
Rockefeller Financial LLC (HAMILTON NJ)
PA
07/11/2019 - 04/03/2020
EXECUTION ACCESS, LLC (Philadelphia PA)
PA
07/11/2019 - 04/03/2020
NASDAQ EXECUTION SERVICES, LLC (PHILADELPHIA PA)
PA
10/23/2018 - 07/09/2019
VANGUARD MARKETING CORPORATION (MALVERN PA)
BC
Issued 08/06/2024
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 06/14/2024
Series 7TO - General Securities Representative Examination
BC
Issued 06/14/2024
SIE - Securities Industry Essentials Examination
BC
Issued 10/23/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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