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Patrick Joseph Ryan

Deloitte Corporate Finance LLC

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About Patrick Joseph Ryan

Patrick Ryan is a financial professional with over 20 years of experience in the industry. He is a registered representative and holds a Series 7, 24, 27, 63, 79, and SIE license, and is currently employed at Deloitte Corporate Finance LLC. Previously, Patrick was a registered representative at MCCOLL PARTNERS, LLC. Patrick is registered with the state of North Carolina and holds a Series 63 registration. Patrick is an experienced and knowledgeable financial advisor who can help clients meet their financial goals.

Firm Information

Patrick Ryan is currently registered with Deloitte Corporate Finance LLC. Deloitte Corporate Finance LLC is a Limited Liability Company that was formed on January 2, 2001. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico, as well as with the SEC.

Not reported

Assets Under Management

Not reported

Total Clients

46

Total Financial Advisors

Services Offered

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.

Fee Structure

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.

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Patrick Ryan’s Registration & Firm History

NC

06/19/2013 - Present

Deloitte Corporate Finance LLC (CHARLOTTE NC)

NC

10/16/2003 - 08/19/2013

MCCOLL PARTNERS, LLC (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 03/11/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/25/2017

Series 27 - Financial and Operations Principal Examination

BC

Issued 02/25/2011

Series 24 - General Securities Principal Examination

BC

Issued 10/15/2003

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/14/2011

Series 79 - Investment Banking Registered Representative Examination

BC

Issued 02/02/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patrick Joseph Ryan.
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