Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick Doherty is an investment advisor representative with Blackrock Investment Management, LLC in Princeton, NJ. Patrick is a registered investment advisor in 53 states and Puerto Rico and holds a Series 7, Series 24, Series 63 and Series 66 securities license. Patrick has been in the securities industry since June 20, 1996. Prior to joining Blackrock, Patrick was employed at FAM Distributors, Inc. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Patrick specializes in investment advisory services for individuals, businesses, investment companies and pooled investment vehicles.
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.
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.
Strategic management for diversified investment portfolios.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
NJ
09/29/2006 - Present
Blackrock Investment Management, LLC (PRINCETON NJ)
NY
06/05/2001 - 09/29/2006
FAM DISTRIBUTORS, INC. (NEW YORK NY)
NY
06/03/1996 - 05/17/2001
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
BOTH
Issued 08/06/2001
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/24/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/19/2002
Series 24 - General Securities Principal 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 Doherty is the right advisor for you? Invested Better is here to help.
