Unclaimed
Patrick McMenamin is a financial professional with over 30 years of experience in the industry. Patrick has a broad range of experience, having worked with firms such as Stephens Inc. and Morgan Stanley. Patrick is currently registered with Quasar Distributors, LLC and holds Series 6, 22, 63, and 65 licenses, as well as the SIE exam. Patrick is licensed to provide investment advice and sell securities in all 50 states, the District of Columbia, and the Virgin Islands.
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
WI
04/18/2005 - Present
Quasar Distributors, LLC (Milwaukee WI)
AR
01/31/2002 - 03/31/2005
STEPHENS INC. (LITTLE ROCK AR)
NY
11/18/1997 - 01/18/2002
FAM DISTRIBUTORS, INC. (NEW YORK NY)
AZ
09/10/1994 - 03/04/1998
FIRST FUND DISTRIBUTORS, INC. (PHOENIX AZ)
NY
03/27/1989 - 07/01/1994
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
MA
12/16/1985 - 08/13/1991
JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)
IA
Issued 01/06/1993
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1991
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/07/1986
Series 22 - Direct Participation Programs Representative Examination
BC
Issued 12/13/1985
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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