Unclaimed
Patrick McElroy is a registered representative with Franklin Distributors, LLC. Patrick has been in the securities industry since 1997. Patrick has passed the Series 63 and Series 7 exams and the SIE exam. Patrick is registered in New York. Patrick was previously employed by Palisade Capital Securities, L.L.C. Patrick was previously employed by Jefferies & Company, Inc. Patrick was previously employed by Donaldson, Lufkin & Jenrette Securities Corporation.
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.
1
2
NY
07/17/2007 - Present
Franklin Distributors, LLC (NEW YORK NY)
NJ
08/26/2003 - 06/28/2007
PALISADE CAPITAL SECURITIES, L.L.C. (FORT LEE NJ)
NY
09/28/2001 - 12/02/2002
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NY
03/23/1999 - 09/14/2001
JEFFERIES & COMPANY, INC. (NEW YORK NY)
NJ
05/18/1994 - 12/30/1996
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
BC
Issued 03/22/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/17/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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