Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Patrick? Claim Your ProfilePatrick McShane is a financial professional with over 10 years of experience in the financial services industry. Patrick currently works with Capital One Securities, Inc. and is registered to offer securities and advisory services in 11 states including California, Connecticut, Florida, Illinois, Louisiana, Maryland, Massachusetts, New York, Pennsylvania, Texas and Virginia. Patrick has a Series 7, Series 63, Series 79TO and SIE. Previous employers include DZ FINANCIAL MARKETS LLC, BANC OF AMERICA SECURITIES LLC and ING FINANCIAL MARKETS LLC.
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
12/11/2018 - Present
Capital ONE Securities, Inc. (New York NY)
NY
01/01/2009 - 05/10/2011
DZ FINANCIAL MARKETS LLC (NEW YORK NY)
NY
05/03/2007 - 11/27/2007
BANC OF AMERICA SECURITIES LLC (NEW YORK NY)
NY
06/19/2006 - 03/05/2007
ING FINANCIAL MARKETS LLC (NEW YORK NY)
BC
Issued 02/19/2019
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2019
Series 79TO - Investment Banking Registered Representative Examination
BC
Issued 12/12/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/11/2018
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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