Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Devaney is a financial advisor with LPL Financial LLC. Patrick has been working in the financial industry for over 25 years. Patrick is registered with the Securities and Exchange Commission and has a Series 7, Series 63, and Series 65 license. Patrick is also licensed in 20 states across the United States. Patrick specializes in helping individuals, families, and businesses with their financial planning needs. Patrick is also a Registered Investment Advisor (RIA). Patrick is committed to providing personalized financial advice and helping clients reach their financial goals.
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.
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.
Consulting and other non-discretionary advisory services
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
08/03/2021 - Present
LPL Financial LLC (YORKTOWN HEIGHTS NY)
CT
02/13/2009 - 12/16/2020
AMERIPRISE FINANCIAL SERVICES, LLC (DANBURY CT)
NY
03/09/2009 - 12/20/2010
SECURITIES AMERICA, INC. (YORKTOWN HEIGHTS NY)
NY
05/29/2007 - 03/09/2009
CITIGROUP GLOBAL MARKETS INC. (YORKTOWN HEIGHTS NY)
NY
09/08/1998 - 05/29/2007
CITICORP INVESTMENT SERVICES (YORKTOWN HEIGHTS NY)
NY
03/09/1998 - 06/30/1998
CARNEGIE INVESTOR SERVICES INC. (NEW YORK NY)
NA
06/03/1996 - 03/27/1998
WALSH MANNING SECURITIES, LLC
IA
Issued 09/28/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/31/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Patrick Devaney is the right advisor for you? Invested Better is here to help.
